Financial Planning is the core of FinEdge. We believe that Financial Planning is critical for individuals to achieve their financial goals. With technology as our backbone, our intent is to take our financial planning platform, that is typically reserved for the ultra wealthy, and to make it available to everyone in the country , without compromising on the quality of our advice.
As part of the Financial Planning team you would be responsible to ensure that your clients derive the best value from our services. Your commitment towards your clients and their needs will be the defining factor for your success at FinEdge.
FinEdge is looking to hire professionals who would excel in the field of Financial Planning. Your desire to beat benchmarks of performance and exceed expectations set by your clients would be a very critical factor for success.
You would be a mentor to the team and would be expected to have sound knowledge and insight of the best practices of the industry. Your role would have you to deal with various functions across the organization and put in use your knowledge and experience to enhance and build stronger relationships with clients. Prior work experience of minimum 3 years in a related role would be required for this role.
The Business Development team plays a very important role in educating and creating awareness of what we do and how we intend to add value to our potential clients. The team does this through active and meaningful engagement with our prospective clients.
We are looking at smart and energetic individuals who would be having excellent communication skills with a flair for Business Development. Working knowledge of Mutual Funds would be an added advantage.
We need to be operationally efficient and be the best at what we do. We are focused to provide a superior experience to our clients and our service response has to match up with the best in the industry.
As part of the Operations and Service team, you would need to be process oriented with knowledge on guidelines related to KYC, Transaction Processing etc. You would also be responsible for resolution of queries / service requests raised by our clients.
We have developed the FinEdge internship Program with the intent of providing students with a platform to learn and understand the concepts of Financial Planning in a more real environment. Our internship opportunities enable you to use what you’ve learned, expand your knowledge and benefit from on the job experience.
The internship program is intended to be educational, inspirational, and purposeful. We lay emphasis on mentorship during the program to ensure a quality level of learning and exposure to the corporate culture.
Goal Protection and adequate Medical Coverage are critical aspects of a Personal Financial Plan. The role of a Risk Management Advisor entails engaging with existing clients of FinEdge on the Personal Risk Management aspect of their Financial Plans, and assisting them with customized solutions for their Goal Protection and Medical Insurance coverage requirements.