Job Opening for AFP & CFP Certificant Position: Officer – Sales Support No. of Position: 01 Company: International Money Matters Pvt. Ltd Location: Bangalore Qualification: Graduate (AFP / CFP Certificant preferred) Experience: 0-2 years Job Description: • To support the Client Relationship Manager • To interact with various departments like Research and Operations to ensure faster response to clients queries • To interact with existing clients and new clients • Informing clients on various events like Portfolio reviews, SIPs etc • Help in managing portfolios which include shares, mutual funds, insurance etc About the Company: Each of us look for a relationship when we manage our money – We are sure you are looking for someone with whom you could discuss your ambitions for tomorrow, the next year and every year of the next 25 years or even 50 years thereafter; someone who would understand your aspirations and help make them a reality. We aim to be that someone. In its 12th year of operations, International Money Matters Pvt. Ltd. is a financial planning-cum-investment advisory organisation, in the business of helping clients achieve their financial goals. We firmly believe that the ‘Financial Planning’ route is the way forward in advising our clients on all financial matters. This is also advocated by the Financial Planning Standards Board, India which is affiliated to the FPSB, Denver USA. We are committed to this path and have made it mandatory for all our advisors and relationship managers to enrol in the ‘Certified Financial Planner’ programme promoted by the FPSB India. We currently have 11 Certified Financial Planners - CFPs (5 of who have cleared the requisite examinations but await certification due to lack of experience) and 11 Associate Financial Planners –AFPs. The pillars of our business are ethics & competence. We believe that the client’s interest comes foremost, and we stand with him in all matters related to personal finance. Therefore his trust is sacrosanct to us and we ensure that our advice is always unbiased, impartial and objective. We also believe there is no substitute for knowledge and each of us is thus committed to a path of learning and constant upgradation of our skills; so as to deliver the best in terms of products and services to our clients immpl Interested candidates forward your CVs to Ms. Anee A Benedict, Sr. HR Manager, to aneeab@immpl or contact her on 080-40493939 for any further details.
Posted on: Thu, 21 Nov 2013 09:50:15 +0000
Trending Topics
Recently Viewed Topics
© 2015