What we look for

IMMPL is not just offering you a job; we are offering you a chance to be a part of a team that faces challenges, learns from mistakes, avoids shortcuts, respects people, takes responsibility for their actions and most of all, believes in helping people with their financial goals.


If you like the sound of that, then mail us your resume at info@immpl.com .

If you can give us a commitment to hard work, perseverance and a determination to succeed; we at International Money Matters can help you build a career with a supportive, rewarding and challenging environment.

Learning is what we focus on at International Money Matters. There is a training/educational budget allocated for each of our employees to encourage and help you in enhancing your qualifications through various educational & development programs. Career paths are well defined. Plus we will make sure that you have loads of fun along the way!

Current Openings

Profile :
Portfolio Accountant / Relationship Officer

DESIRED CANDIDATE PROFILE:

  • Qualification - MBA Finance / equivalent
  • CFP - Preferred
  • Experience- 0-2 years
  • Location - Mumbai/Bangalore

Job description:

  • Responsible for end to end customer service of high net worth individuals and assisting the Relationship Manager in maintaining healthy client relationships.
  • Interact with the various teams like Team Fulfillment, Research, Financial Planning, Insurance, Operations, etc to ensure adequate supply of information to the customer.
  • Help in managing portfolios which include shares, mutual funds, insurance etc..,
  • Prepare investment proposal by selecting products with asset allocation approach agreed upon as per the financial plan of the client.
  • Provide detailed financial product recommendation on Mutual Funds, Direct Equity, FDs & Bonds, PMS Products, Insurance, Tax Advisory and Estate Planning.
  • Informing clients on various events like Portfolio reviews, SIPs etc..,
  • Conduct regular review and analysis on client portfolios.

Contact details
Aparna
Email ID: aparna.s@immpl.com

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