Gurgaon – www.fintoo.in – 24/06/2022
Salary – 2.4 to 4.8 Lpa
- Fintoo (Formerly Financial Hospital), Established in 2015 in Mumbai. We have assisted over 92,000 clients, comprising families, Indian residents, NRIs and ultra-high net worth individuals with our assisted financial advisory and consultancy services. We are a SEBI registered Investment Advisor having Robo Wealth and Tax Advisory, platform (web & mobile) that offers Wealth Advisory, Retirement Planning and Tax planning solution followed by investment execution to complete the entire circle.
Job Profile & Responsibilities
- Provide consultancy relating to Financial Planning, Tax Planning, Retirement Planning, Investment Planning, Estate Planning and other allied services.
- Manage and review current portfolios of existing clients with focus on customer satisfaction.
- Preparation of Financial Plan based on the risk appetite, goals, time horizon of clients.
- Enhancement of Book size by acquiring new HNI & UHNI clients.
- Research and Analysis of various Investment products.
- Learn About Various Financial Instruments.
- Taxation ( TAX AND ADNAVCE TAX PLANNING ).
- MBA Finance.
- CWM Certification would be an added advantage.
Desired Candidate Profile
- Entry level position.
- Freshers can apply.