ParaPlanner/Financial Planner
Mumbai – 13/09/2024
Job Title
ParaPlanner/Financial Planner
Job Location – Mumbai
About Equentis
India’s equity wealth advisory established to make equity investments easy.
Equentis is a SEBI-registered investment advisory, focused on helping the client to build wealth in the stock market over the long term. At Equentis – Research & Ranking they recommend stocks to clients after understanding their goals and risk appetite. This personalised recommendation is enabled by over 300 AI-based algorithms backed by research.
Job Requirements
- Job Position – Para-Planner/Financial Planner
- Job Location – Lower Parel
Education Qualification
- Graduate in any field
- CWM certification is an added advantage.
- Good mathematical ability is a must.
Previous Work Experience
- An ideal candidates would be the one having at least 1 year of work experience as a Para Planner in Mutual Fund industry.
Job Description
- Conducting meetings with new clients and understanding their complete requirement.
- Understanding client’s risk profile and recommend products.
- Help client to prepare annual Budget of their Cash Flow
- Providing guidance to clients on optimising their tax outgo.
- Analysing client’s existing Investments, Insurances and recommending better ones.
- Suggesting Investments as per Client’s goals.
- Explaining pros and cons of various investment and insurance products.
- Implementing clients Financial Plans.
- Study various mutual funds and compare their performances
- Analysing performance of clients MF portfolio and suggesting alternative mutual funds
- Annual review meetings with clients (physical or virtual)
- Creation of financial planning note
Add-ons
- NISM XA/XB is added advantage.
- NISM VA is a must.
- Proficiency in spoken and written English is must
- Advanced knowledge of MS Excel/Word with all formatting techniques and use of Pivot table and various formulae and functions is added advantage
