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Wealth Planner@Fundvaliz.

Company Name Fundvaliz.
Location Lower Parel, Mumbai, India
Job Type Wealth Planner
Job Description

Company Profile : 

(A Brand and Online MF Portal of My True Value Capital Advisory LLP )

Job Description : 

  • Identifying Corporate, Organization and Associations for conducting workshops and Seminars for promoting Fundvaliz Online MF Portal for client acquisition
  • Conduct or help in conducting financial workshops, seminars, road-shows etc in a manner as desired by the company for promoting FundValiz portal and client acquisition
  • Visiting clients at their premises or at a suitable place, if so required.
  • Interview clients to collect relevant financial details to carry the need analysis of clients
  • Register Clients on FundValiz portal and make clients understand FundValiz Portal services
  • Post registration and walkthrough of FundValiz Portal create client goals online by interacting with them and understanding their needs.
  • Post initial interaction conducting Client Follow-up meetings at their premises or at suitable place
  • Promote other services as and when being launched by company along with the existing services of Mutual Fund, Home Loans, Loan against property, Term Insurance and General Insurance
  • The role will demand a good domain understanding of personal financial planning, investment planning, a grasp of processes and the product knowledge

Candidates Profile :  

  • Graduate in a financial discipline.
  • MBA (Finance) would be given a preference.
  • A good academic record is important. CFPCM or AFP (part of CFPCM certification) would be very desirable.
  • Good knowledge of the process of comprehensive financial planning and mutual funds.
  • Good command over written and spoken English, natural flair for client service and soft-spoken demeanour are extremely important for the job.
  • Experience:
  • Candidates with work experience in a financial company undertaking financial planning and investments in various products including mutual funds, Term Insurance, Loans & General Insurance are preferable.
  • Promising fresher may also be considered.


Salary :  As per company standards

Interested candidates can mail their updated

resumes at “” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 23/10/2019