Certified Financial Planner

Working in a cutting edge team focused on developing the most
advanced digital-friendly investment products to meet
complete personal financial planning needs of retail customers
 Covering all aspects of personal finance & investment research
ranging from financial planning to mutual fund selection to
insurance / retirement / tax-saving advice
 Benchmark global & domestic competitor products, draw
customer insights from primary market research and apply
advanced theoretical frameworks to develop Personal Finance
offerings with special focus on equities & mutual funds
 Ancillary functions such as creating & communicating content
about the products for marketing/sales/training/digital
platform, etc.
 Coordinating with other divisions in the company for successful
roll-out and implementation of developed products

Deep Domain expertise in personal finance & wealth

management solutions.
 Complete awareness of all financial products available
 Expertise in offering personalized solutions based on
customer’s profile. Good understanding of global best practices.
 Domain knowledge in stock markets
 Strong Communication Skills
 Strong foundations in Mathematics & Finance
 Proficient in MS Office