Attention! This job posting is 46 days old and might be already filled.

FP Interns @SRE Financial Planners

Company Name SRE Financial Planners
Location Mumbai, India
Job Type FP Interns
Job Description

Company Profile : 

SRE distributes different types of such funds and some of them are Open & Closed-ended funds, Tax saving funds, Equity funds, and Growth funds etc.

Job Description : 
  • Contacting new & existing clients and setting up meetings, either within an office environment or in clients' homes or business premises;
  • Collecting all the documents necessary for the data gathering process;
  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims;
  • Analyzing information and preparing plans best suited to individual clients' requirements;
  • Completing risk analysis;
  • Researching the marketplace and providing clients with information on new and existing products and services;
  • Designing financial strategies;
  • Assisting clients to make informed decisions;
  • Researching information from various sources, including providers of financial products;
  • Reviewing and responding to clients changing needs and financial circumstances;
  • Promoting and selling financial products to meet given or negotiated sales targets;
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;
  • If only mf, cross selling to open a trading account and insurance.
  • Assisting assigned sub mutual fund distributors with their clients.
  • Acquiring back office and software knowledge
  • Acquiring knowledge on the documentation process for the implementation of the mutual funds

Activities during the Day



No. of Calls/Day

No. of Calls with 1 Meeting or making a plan/Day

No. of Calls with 2 Meeting/Day


Call Old & New Clients





Call New Clients














Candidates Profile :  

  • Should have good communication and sales skill
  • Should be eager to learn and develop new skills
  • Candidate should be acquainted with Microsoft Office
  • Candidate must be a team player
  • Candidate must  have completed only 1-2 modules of Investment & Retirement only.
Salary :   
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 30/06/2020