Job Description
Profile Requirement for Financial Planning / Paraplanner:
Educational Qualification: M.Com / MBA - Finance / DFP / CFP
For Freshers (Location: Chennai):
- Good in MS Office
- Basic knowledge in Investment, Insurance
- Able to handle clients independently will be added advantage
- Experience in banking/Investment sectors will be added advantage
- Excellent in English communication skills
For Experienced Candidates ( Location: Chennai / Bangalore):
Experience: 1 - 2 Years
- Good in MS Office
- Basic knowledge in Investment, Insurance
- Need to interact with clients
- Able to handle clients independently will be added advantage
- Experienced in Australian Paraplanning process /canadian paraplanner/ UK paraplanner/US Paraplanner added advantage
- Good in Xplan & Advisor Logic
- Experience in Banking / Investment sector
- Excellent in English communication skills
Required Candidate profile
Note:
- This is not a direct walk-in
- Interested candidates, kindly apply through Naukri
- Preferences for immediate joiners
- Shift: Day Shift only
Important:
Interview Call letter will be sent to the shortlisted candidates through mail
For Outstation candidates with Australian Paraplanning Experience, Work from Home option will be available on a case-to-case basis
Direct / Telephonic Interview will be preferred