Certified Financial Planner
Sujit Shah Financial Services
Mumbai(Andheri East)0–2 yrs4d agovia Naukri
About the Role
This is a 100% desk-bound role within the office. Travel to clients' places is rare.
No sales-related work.
Key Responsibilities
- Execute all mutual fund transactions (Purchase, Redemption, SIP Start, SIP Stop, STP, SWP) online for clients.
- Maintain master data for all clients and transaction data in Excel Sheets.
- Securely maintain confidential client documents with correct naming standards and file formats.
- Adhere to all company procedures for each task.
- Resolve client queries with the assistance of a customer care executive.
- Process insurance premium payments and enter insurance proposal forms online for Health, Life, and General Insurance products.
- Manage all tasks related to filing insurance claims on behalf of clients and track them until claim amount is received.
- Draft various emails for client change requests and other tasks.
- Assist clients in preparing their annual Cash Flow budgets.
- Provide guidance to clients on optimizing their tax outgo.
- Analyze clients' existing investments and insurances and recommend improvements.
- Suggest investments aligned with clients' medium-term and long-term goals.
- Explain the pros and cons of various investment and insurance products to clients.
- Implement clients' Financial Plans.
- Monitor and track clients' financial goals and recommend changes based on tactical analysis.
- Study and compare the performance of various mutual funds.
- Analyze the performance of clients' MF portfolios and suggest alternative mutual funds.
- Conduct annual review meetings with clients (physical and virtual).
Requirements & Tech Stack
- Microsoft Excel (basic knowledge is a must; advanced knowledge is an added advantage).
- Online transaction platforms for mutual funds and insurance.
Qualifications
- NISM VA Certification and CFP Certification, or passed 3 modules of CFP.
- QPFP Certification from Network FP is preferred.
- Fluency in spoken and written English is a must.
- Very good numerical ability.
- Zeal for accuracy.
- Good experience in maintaining data in Excel sheets.
- Awareness of Income Tax and Capital Gain Tax for Resident Indian Individuals.
- Experience in Mutual Fund operations or as a Para-Planner is preferred.
- Training will be provided for freshers.