Full time employment at Outmarc Financial Services Pvt Ltd | Rozgoo | Rozgoo

Outmarc Financial Services Pvt Ltd

Bangalore, IN · On-site · Full-time

Full time employment

Posted 20 days ago

Location: Bangalore, IN
Work mode: On-site
Employment: Full-time
Experience: Mid-level · 3+ yrs
Education: bachelor's

About the role

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Company Description Outmarc Financial Services Pvt Ltd operates Monetize Capital, a GST-registered proprietorship led by a SEBI-registered Certified Financial Planner (CFP). The firm specializes in Mutual Fund Distribution and offers comprehensive guidance across investments, protection, and risk management to help individuals achieve life goals such as retirement, child education, marriage, and long-term wealth creation. Clients benefit from a single-window monitoring platform that provides re…

Requirements

3+ years financial advisory experience
Bachelor's degree in finance or related
SEBI Certified Financial Planner certification preferred
Knowledge of mutual funds and investments
Strong client communication skills
Compliance understanding

Skills

mutual fund distribution
financial planning
investment advisory
risk management
client relationship management
compliance
sebi cfp certification
wealth management software
retirement planning
tax planning

About the company

Outmarc Financial Services Pvt Ltd

Posted via Adzuna

How to apply

Apply Now takes you to Rozgoo, where auto-apply can submit your application for this role. Updated 8 days ago.

Outmarc Financial Services Pvt Ltd

Full time employment