1. Coordinating new client onboarding process with the service team
2. Working on data gathering and Financial plan creation within agreed turnaround timelines and as per process checklists
3. Working on the presentation of draft and final plans within agreed turnaround timelines
4. Handling portfolio reviews and recommendations within agreed turnaround timelines and as per process checklists
5. Handling coordination with the service team for implementation of advice within agreed turnaround timelines
6. Aiding in queries linked to clients' financial plan and/or portfolio recommendations
7. Working on financial planning software, risk profiling software housekeeping, and portfolio reporting software integration with client reports
8. Researching software integration for client reports
9. Working on the maintenance of planning and review calendars
10. Keeping updated on the financial markets & products (equities, mutual funds, asset allocation, planning trends, alternate investments, macro economy, global events)
Only commerce graduate from top colleges with first class all over
Salary
Duration: 4 months
Salary during probation: ₹15,000 - 20,000 /month
After probation:
Annual CTC: ₹ 2,00,000 - 3,00,000 /year
Annual CTC breakup:
1. Fixed component: 80%
2. Variable component: 20%
Number of openings
1
About TBNG Capital Advisors
TBNG is a SEBI registered investment advisory firm. Our extensive experience in the investment advisory business spans over a successful and proficient 18 years. We have mentored a myriad of entrepreneurs, professionals, business heads, and families.
What? We are advisors with no strings attached, we act independently and are not affiliated with specific investment products. We present you with solutions, solve your financial dilemmas and provide exceptional service to meet your goals and objectives. Our unbiased investment advice is unparalleled.
How? Our team's combined experience encompasses over 3 decades of professional competence, strong ethics, and constructive advice in wealth creation.
