Finance Executive Job in Nswealth Financial.

Finance Executive

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Job Summary
  • CFP, MBA, B.Com Fresher & 2-3 Years relevant Experience.
  • Should have NISM MF certification; NCFM/ IRDA/CFP/CPA etc. would be desirable.
  • Good knowledge about financial markets & personal financial management.
  • Excellent communication skills
  • Investment Advisory Certification(NISM or any other organisation which certificate is accredited by NISM)-[If currently not certified then mandatory to acquire this certificate within one year of joining. We will support to get the certification done in minimum time]

  • Candidate should have thorough knowledge of Financial Planning, Tax planning and wealth management.
  • Candidate should be well verse with excel tools and hand on skills to use various financial functions.
  • Candidate with good communication skills will be preferred.
  • Consistent follow-up and tracking of communications with existing clients & follow communication procedures, guidelines & policies.
  • Input notes to database/CRM of phone calls made, notes etc
  • Experience Required :

    2 to 3 Years

    Vacancy :

    2 - 4 Hires

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