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Investment Counselor/RM@TFB – The Financial Boutique

Company Name TFB – The Financial Boutique
Location MUMBAI, India
Job Type Investment Counselor/RM
Job Description

Company Profile : 

It is a firm with 6 years vintage, providing products and services on Loans,
Investments and Insurance
? Currently we have 250 plus active customers and 100 others who have done
business once or twice and we want to activate them
? We are located at Malad west
? Company is willing to invest in the candidates and take them along in the growth of the organisation

Job Description : 

Client Meeting: Maintain relationship of Existing Client book and add new clients,
Implement and Monitor their financial plan and being one stop solution for their
financial needs.
• Preparation of Financial Plan: Collect all documents from Client and prepare and
update financial plan on regular basis.
• Operation: Discuss with Client on the transaction for the Client and able to execute
transaction online through transaction platform
• Review of Client Portfolio: Regular meeting and monitoring of Client portfolio and review it every quarter.

Candidates Profile :  

ü Graduate in any discipline with CFP Degree preferably with 1 years of experience in Client Handling
ü Oral and written communication skills in English
ü Efficient at MS Excel
ü Willingness to chart a growing career in the same organization

Salary :  As per industry standards, negotiable for the right candidate.

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 02/12/2019