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09/03 Namrata Bhatia
Talent Acquisition Manager at My Financial Advisors

Views:326 Applications:69 Rec. Actions:Recruiter Actions:29

My Financial Advisor - Assistant Vice President/Vice President - Sales (5-12 yrs)

Mumbai Job Code: 806488

MFA Consulting Private Limited

MFA Consulting Private Limited (MFA) is a 14 year old firm and a market leader in the private fee-based financial planning and wealth management space in India. Our main objective is to make a meaningful contribution in the lives of clients by helping them to take smart decisions. We strive hard to provide financial planning solutions to our clients just as we would take care of our parents.

Led by one of India's premier Independent Financial Planner, Mr. Amar Pandit, MFA Team caters to HNI families of Doctors, Celebrities, Corporate Executives and Business Owners across the world with goal based financial planning and wealth management services.

MFA is a place where growth and passion is a way of life. Plethora of opportunities await hardworking, smart and sincere individuals who wish to enjoy their journey to success.

What's in for you?

- Immense exposure and learning

- Excellent career growth

- Company of highly passionate leaders and mentors

- Positive, encouraging and a Fun-filled environment

Qualification: MBA preferred.

Obligatory Certification: CFP or NISM XA & XB certified 

- NISM XA & XB examinations can be given within 2 months of joining

Experience: 6-10+ Years with mutual funds/ asset management.

Required Skills:

- Excellent Communication Skills both written and verbal

- Highly confident

- Good at networking

- Experience of dealing HNI clients (PREFERABLY)

- Updated knowledge on SEBI & AMFI requirements


- Client Acquisition through Networking and referrals

- Investment Advisory and portfolio tracking for the clients.

- Conversion of leads to clients that are MFA (HNI) fit.

- Networking and developing relations with the current clientele (COI)

- Develop and nurture a strong client-base and serve all clients with complete dedication, care and confidence.

- Active participation in our corporate events/ Seminars/ Campaigns.

Financial Coaches are ambassadors of the firm in personal and professional interactions inside and outside the firm.

MFA Website:

Address: MFA Consulting Private Limited, 301, 3rd Floor, Narain Chambers, M. G. Road, Next to Vodafone Gallery, Vile Parle-East. Mumbai - 400057.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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