- Deep Understanding of Sales & Financial Instruments i.e. insurance, mutual funds, credit card & loans
- Create business strategy and development for Planify to build partners, corporates tie-ups.
- Financial presentations in corporates/government/organisation/offices to build the customer base.
- End to end financial planning for clients by meeting them in person/over Internet using the technology platform of Planify.
- Super-Organisers, good listeners and possess excellent analytical/presentation skills
- PGDM/MBA/BBA - Finance (Major) or B.Com/M.Com/B.B.E/M.M.E. having 70% or more in Degree
- Face to face interview
Job Location: Gurgaon
Salary : INR 3-3.6 LPA
HOW TO APPLY
Vision: To bring a change in the world by creating financial literacy. We believe that simple concepts of savings, covering risks and lending should be taught in schools and is a fundamental right of everyone.
Product/Services: We deal in everything related to money. Be it in space of investment, insurance or loans. We provide all types of mutual funds, Corporate FD's & NCDs, Portfolio Management Services, D-Mat Account, Private Equity, Portfolio Management Services and Pre-IPO for investments, life, health and general insurance, all type of loans for any individual or corporate needs. We are in B2B and B2C model where we make Channel Partners (CA, Financial Advisors, Stock Brokers, Travel Agents) who help us extend this services to the end-investor and customer.