Management Trainee - Finance

Sai Placement; Vadodara; On-site; INR 250,000 - 450,000; Full time

Job summary

Sai Placement is seeking a candidate in Vadodara to assist in financial planning and documentation. The role involves drafting SOAs and fact finds, and researching investment options and insurance products to support client strategies.

The ideal candidate has a finance degree (B.Com/BBA) or relevant certifications (CFP/DFP/NISM) and strong communication skills, with a preference for knowledge in retirement planning.

Qualifications

• Graduation in Finance (Bcom/BBA) or relevant certifications (CFP, DFP, NISM).
• Strong written and verbal communication skills.
• Basic knowledge of financial planning, investment products, insurance, and retirement planning (preferred).

Responsibilities

• Draft and prepare financial documents (SOAs, Fact Find documents, Compliance checklists) while conducting research to support financial strategies, investment options, and insurance products.

Skills

Communication skills

Financial planning basics

Education

B.Com/BBA in Finance

CFP/DFP/NISM certifications

Job description

• Graduation in Finance (Bcom/BBA) or relevant certifications (CFP, DFP, NISM).
• Strong written and verbal communication skills.
• Basic knowledge of financial planning, investment products, insurance, and retirement planning (preferred).

Required Candidate profile

Draft and prepare financial documents (SOAs, Fact Find documents, Compliance checklists) while conducting research to support financial strategies, investment options, and insurance products.