Step into the Future of Finance

At IMMPL, we provide the perfect environment for you to learn and grow. Leave us a message to get started on a career that is both challenging and rewarding.

Role of an IMMPL Employee

With focus on learning, IMMPL offers an amazing environment to experiment and grow your career in finance. We are looking for self-driven individuals, well-equipped to uphold the three pillars upon which IMMPL stands: Honesty, Competence, and Relationships.

Explore your passion for finance with a career at IMMPL. At IMMPL you are always part of a wider network. Find the service you best align with, and apply today:

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Operation

Build and maintain systems to adapt to new products and technological advances in the finance industry and enable the team to provide a seamless investment experience.

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Investment Advisory

Work with our clients to set up and execute investment strategies. Track the market and make informed recommendations meant to steadily expand your client's financial portfolio.

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Financial Planning and Analysis

Our financial planning and analysis wing is focused on helping our Clients set financial goals and achieve them in the most efficient and seamless way possible.

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Research

Research is the cornerstone of good planning and investment. We closely monitor market changes to upgrade our strategies allowing us to create plans that maximise growth and protect against risk.

Life at IMMPL

Life at IMMPL

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Open Positions

    • Qualification - Degree educated (AFP / CFP preferred)
    • Attention to detail
    • Experience- 7-14 years of Investment Advisory/Financial Advisory/Fund management within the financial services arena
    • Good command over English both conversation and written correspondence (email etc).
    • Strong customer service skills
    • A passion for meeting people, networking and maintaining relationships
    • Travel: Travel within the city is an expected feature of this job
    • Team Handling capabilities.
    • Location - Bangalore, Mumbai, Hyderabad, Chennai, Delhi

Job Description

    • Will be responsible to identify and develop new opportunities to deliver advice and solutions to existing clients and acquire new Wealth Management prospects.
    • Identify client needs and provide them with right financial planning assistance and asset allocation with the help of our Research & Financial Planner team.
    • Recommend strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve clients financial goals.
    • Implement financial planning recommendations and review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
    • Manage client portfolios which include products ranging from insurance, mutual funds, hedge funds, real estate and fixed income.
    • Keeping client plans up-to-date and prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.
    • Interact with the various teams within the organization such as Research, Financial Planning, Insurance and Operations to ensure prompt supply of information to the client.
    • Any other ad-hoc duties as directed.

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