Financial Aazadi
Website:
yogeshlokhande.com
Job details:
Company Description Financial Aazadi focuses on comprehensive personal financial planning, helping clients align their entire financial situation with their short- and long-term goals. The firm provides guidance on wealth creation and preservation through disciplined investing, particularly in mutual funds and systematic investment plans (SIPs). By emphasizing goal-based planning, Financial Aazadi supports clients in building sustainable financial security. Team members work closely with clients to simplify complex financial concepts and make informed investment decisions.
Role Description The Mutual Fund Specialist is a full-time, on-site role based in the Pune Division. This role involves analyzing clients’ financial profiles, risk tolerance, and goals to recommend appropriate mutual fund and SIP strategies. The specialist will conduct product and market research, prepare investment proposals, review portfolios regularly, and suggest rebalancing when needed. Daily responsibilities include meeting with clients, explaining mutual fund products in clear terms, handling documentation and compliance requirements, and coordinating with internal teams to ensure smooth onboarding and ongoing service. The role also includes maintaining accurate records, tracking performance, and providing timely updates and reports to clients.
Qualifications
- Candidates should possess strong Analytical Skills to assess client portfolios, interpret market data, and evaluate mutual fund performance.
- Candidates should possess in-depth knowledge of Mutual Funds and Investments to design SIP strategies and recommend suitable products.
- Candidates should possess solid Finance fundamentals to understand asset allocation, risk management, and tax implications.
- Candidates should possess clear and professional Communication skills to explain complex financial concepts and build trust with clients.
- Relevant qualification such as a degree in Finance, Commerce, Economics, or a related field is preferred.
- Certifications in mutual funds or investment advisory (e.g., AMFI/NISM or equivalent) are an advantage.
- Ability to work with financial planning tools and spreadsheets, with attention to detail and accuracy.
- Client-centric mindset, ethical conduct, and willingness to stay updated on regulatory and market developments.
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