FPSB India
Website:
fpsb.in
Company:
https://www.linkedin.com/company/fpsb-india
Industries: Education
Job details:
Type: Full Time Location: MUMBAI Description:
Company Name : The Money Mart
Experience Level : 3+ years
Preferred: 3 years plus work experience
Industry : Wealth Management
Application Deadline : 05-05-2026
About the Company : 20 years old company into wealth management with a team of 17 professionals that help individuals plan their investment journeys
Website : www.themoneymart.in
Job Summary : manage client portfolios, build lasting relationships, and provide sound financial advice — all while staying updated on market trends and investment strategies
Who Should Apply : CFP® professionals
Responsibility
- Advise clients on investment options based on their goals and risk profiles
- Execute client transactions and maintain accurate records
- Develop and grow your own client base over time
- Proactively cross-sell relevant financial products
- Conduct regular market and fund research
Requirement
- Strong communication skills
- Prior work experience will be an added advantage
Preferred
- 2 years plus work experience
- prior experience in managing a team
Salary Range : 8 - 10 LPA
Incentives / Bonuses : Performance-based incentives
Learning Opportunities :It’s a small team and thus tremendous opportunties to grow and learn
Email Subject Line Format : “Application – Financial Planner – CFP / FPSB India”
Hiring Manager Details
Binoli Jain
binoli@themoneymart.in
Click on Apply to know more.