Financial Planning Standards Board India 702, 7th Floor, Leela Business Park, Andheri Kurla Road, Andheri

East, Mumbai - 400 059 Phone: +912261712424, Fax:+912261712444 Email: info@fpsbindia.org; Website: www.fpsbindia.org

Code:20 Position:ExecutiveClientRelationship No.ofPosition:01 Company:InternationalMoneyMattersPvtLtd Location:Mumbai Qualification:Graduate,AMFIcertified,AFPwillbegivenpreference Experience:Fresher(Experienceof02yearspreferred)

CandidatesProfile: Toensurethattargetsaremet Throughacquisitionofnewclients Throughreferralsfromexistingclients Throughmarketingprogramssuchasinhousecompanyprograms Throughcollectionsoffees

JobDescription:

Preparingfinancialplans PresentingfinancialplanstoclientsalongwithRelationshipManagers Reviewofplansandtrackinginvestments Reportingandperiodicstatusupdate InteractingwithRelationshipManagerstoevaluateprogressofplans

AboutCompany: Each of us look for a relationship when we manage our money We are sure you are looking for someone with whom you could discuss your ambitions for tomorrow, the next year and every year of the next 25 years or even 50 years thereafter; someone who would understand your aspirations and helpmakethemareality.Weaimtobethatsomeone. In its 12th year of operations, International Money Matters Pvt. Ltd. is a financial planningcum investmentadvisoryorganisation,inthebusinessofhelpingclientsachievetheirfinancialgoals. We firmly believe that the Financial Planning route is the way forward in advising our clients on all financial matters. This is also advocated by the Financial Planning Standards Board, India which is
CFPCM CERTIFIED FINANCIAL PLANNERCM and are Certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Board India is the marks licensing authority for the CFP marks in India, through agreement with FPSB.

Social Media Marketing

affiliated to the FPSB, Denver USA. We are committed to this path and have made it mandatory for all our advisors and relationship managers to enrol in the Certified Financial Planner programme promoted by the FPSB India. We currently have 11 Certified Financial Planners CFPs (5 of who have cleared the requisite examinations but await certification due to lack of experience) and 11 Associate FinancialPlannersAFPs. The pillars of our business are ethics & competence. We believe that the clients interest comes foremost, and we stand with him in all matters related to personal finance. Therefore his trust is sacrosanct to us and we ensure that our advice is always unbiased, impartial and objective. We also believethereisnosubstituteforknowledgeandeachofusisthuscommittedtoapathoflearningand constant upgradation of our skills; so as to deliver the best in terms of products and services to our clients http://www.immpl.com InterestedcandidatesforwardyourCVstoMs.AneeABenedict,Sr.HRManager,to aneeab@immpl.comorcontactheron08040493939foranyfurtherdetails.

Page 2 of 2