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 milani.m@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:
Financial Advisors (Multiple Openings)

Location:
Mumbai, Delhi, Pune

KEY RESPONSIBILITIES INCLUDE:

  • Formulate sales plan to acquire new clients
  • Explain value offerings
  • Acquire new clients
  • Interface with financial planning team to co-create financial plans
  • Understand product offerings, both on investments & risk protection
  • Interface with research team and execute their recommendations
  • Maintain and expand client relationships
  • Collect fees
  • Convert clients to advocates and obtain suitable leads

Attitude and skills

  • Integrity / doing right by clients
  • Passion for finance
  • Empathy to clients
  • Curiosity / willingness to learn
  • Openness to accept client's view
  • Service orientation
  • Communication skills
  • Conversation skills
  • Entrepreneurial mindset
  • People management skills (for senior people)

Qualification/experence

  • Post Graduate / Graduate with AFP / CFP / CFA preferred
  • 5-8 years of relevant experience (Lesser experience will be considered for support roles initially)

Contact details
Milani
Email ID: milani.m@immpl.com

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