Financial Planner _iifl Securities Limited!!

1 - 6 Years
Mumbai, Mumbai Suburbs

Job Description

Greetings from India Infoline Securities Limited !!

Position:  Financial Planner

Qualification:  CA (1st Attempt)


Location: Mumbai


  • Analyze client's financial statuses (e.g. income, expenses and liabilities)
  • Examine and suggest financial opportunities (e.g. structured products like PMS,AIF,MLD, Investments)
  • Develop sound plans, gold sheet and budgets for clients.
  • Customize financial plans according to clients' changing needs
  • Present and sell suitable financial products and services
  • Find and approach prospective clients
  • Build strong relationships to retain existing clients
  • Maintain updated knowledge of regulations, practices and financial products.


  • CA Mandatory (1st Attempt)
  • Proven experience as financial planner or similar role;
  • Ability to analyze financial information and comply with regulations
  • Proficiency in MS Office
  • Attention to detail and strong maths kills
  • Strong ethics,with a customer-oriented attitude
  • Outstanding communication skills,with the ability to foster long-term relationships
  • Strong financial product and business understanding.

Interested candidates can share cv on

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Operations/Processes/Finance/Legal

Role:Finance/Budgeting Manager


Desired Candidate Profile

Please refer to the Job description above


UG:Other Graduate

PG:CA - First Attempt

Company Profile

IIFL Securities Limited

IIFL Holdings Limited (NSE: IIFL, BSE: IIFL) is the apex holding company of the entire IIFL Group, promoted by first generation entrepreneurs. Formerly known as India Infoline Limited, IIFL offers a gamut of services including financing, wealth and asset management, broking, financial product distribution, investment banking, institutional equities, realty services through its various subsidiaries. IIFL Holdings with a consolidated net-worth of Rs.28,248 million as at half-year ended September 30, 2015, has global presence with offices in London, New York, Houston, Geneva, Hong Kong, Dubai, Singapore and Mauritius. Our well-entrenched network of close to 2,500 business locations is spread over 850+ towns and cities in India.
View Contact Details+

Recruiter Name:Geetha Menon

Contact Company:IIFL Securities Limited

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