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Manager Financial Planning

HFI Wealth Creators Pvt. Ltd.
4 Years
Delhi(Dwarka )
Job is expired
Posted on 31 Dec 18
Job DescriptionLast Date 31 Jan 19

Job Description:

  • The selected person would be higher up in the hierarchy and be responsible for handling teams, each team consisting of 5-10 financial planners, headed by an Asst Manager.  
  • She/He is required to be absolutely well versed with personal finance field including financial planning, investment in various financial instruments, analysis and research of financial investments and scenarios, economic pointers, and financial markets. 
  • We would be looking for candidates who are well aware of the domestic and international economic and current affairs from the perspective of managing clients’ personal finance, can analyse financial data and situations, have good understanding of behavioural finance, ability to guide and mentor team members, go into intricate financial calculations and considerations using excel and financial planning software, and brief and conduct presentations for teams on personal finance topics.
  • The person would be looked upon to guide financial planners and Asst Managers on above issues and thus, good knowledge and a quest to increase it would be an important criterion to judge suitability. 
  • While she/he may also handle a few critical clients directly, the complete responsibility for leading, directing and guiding the Asst Managers and Planners is a more important part of the job. 
  • The performance and productivity of the teams and keeping up their morale and team-spirit will be the responsibility of the Manager.
  • Leadership qualities, good understanding of human behavior, positive attitude towards client service, maturity and soft-spoken demeanor, very good command over written English, and fair command over spoken English are extremely important for the job and are non-negotiables.
Job Role

Job Type

Interview Type

Face to Face Interview

Company Description
  • Hum Fauji InitiativesTM (brand name of HFI Wealth Creators Pvt Ltd) operates in the niche clientele space of Armed Forces officers (serving & retired) and their close relatives only. It is an ISO 9001:2015 certified company. It is a 9-year-old well-known company at national level, has clientele spread all across the world and is growing at more than 100% year-on-year ever since its inception.

  • We undertake comprehensive financial planning and investments in mutual funds, bonds, fixed deposits, and real-estate, and also undertake income tax filing. The product and service portfolio is being constantly expanded.

  • We place UTMOST emphasis on ethics, values and client service, and these are what guide our core philosophy of business. We expect our team members to abide by these values always and all the time. The company has an absolute Zero Tolerance policy on these issues.

  • Interested candidates to forward their CVs to us on 

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