18 Steps Consultants, Palimukku, Kochi, Kerala-682016 +91 7907722853 / 8547731964 hr@18stepsconsultants.com

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Location Details:


Salary Details

Up to INR 70,000/month


MBA – Finance, M. Com, MA Economics 

CFP/CWM/ NISM XA and XB certifications


CFP/CWM/ NISM XA and XB certifications with minimum of 2+ years’ experience in Financial plan preparation

Job Description

One of the leading Financial Company is looking for their investments advisory department for Branches.

Position: Certified Finacial Planner 


- Financial Plan preparation supervision and presentation to clients/groups.

- To be a knowledge point and having good understanding about investment products and various asset classes

- Disseminate the importance of Financial planning among prospects

- Lead a team of junior planners

- Manage client relationships and communications

- Understand the cost and revenue expectations of the business and work progressively

- Give presentations in Financial planning awareness Meetings and establish the concept on a wider scale.

- Client satisfaction, service and retention benchmark achievement

Job Overview
  • Post Date : 11-May-2024
  • Last Date : 31-May-2024
  • Location: Thrissur
  • Vacancy: 3
  • Job Type: Full-time
  • Gender Preference: Any
  • Salary: Up to 70k/month
  • Interview Mode: Face to Face
**18 Steps Consultants do not demand or accept money from Job Applicant(s)**

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18 Steps Consultants, Palimukku, Kochi, Kerala-682016


+91 7907722853 / 8547731964

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