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Financial Planner Advisory &Investment Advisory

Employer
Dilshad Billimoria
Location
Bangalore (Division), Karnataka (IN)
Salary
Salary would be in the range of INR 600000 to 800000 plus incentives
Closing date
Feb 24, 2023
  • Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details and understanding the product.
  • Coordinating with para planners on scenario analysis and case studies specific to client needs.
  • Coordinating with all the providers of financial products for availability, comparison, analysis and finalizing of products.
  • Contacting clients and setting up meetings, accompanying the advisory team for meetings and review.
  • Review of financial plan with the advisory team.
  • Risk profiling of existing and new clients and meeting them on one to one basis to understand and address their requirements.
  • Client portfolio reviews and recommendations.
  • Maintaining records of clients handled with review and portfolio checks.
  • Understanding of markets, market updates and news affecting our industry.
  • Coordination with investment advisors and client servicing teams with respect to implementation of plans where applicable and hand holding the client in questions relating to implementing the plan.
  • Research on new financial planning trends and data insights linked to financial plans. Must be able to articulate the same in an article format to publish on our website.
  • Aid in queries linked to clients’ financial plan and investment recommendations.
  • Maintenance of planning and review calendars for clients.
  • Compliance for clients.
  • Detailed research on multiple financial products.
  • Regular meetings with asset, fund, portfolio and relationship managers to get their view on financial markets and products.
  • Analysing and sharing macro views on global and local economy and financial markets.
  • Sharing investment related research, articles, blogs and updates with investment advisors and teams on an ongoing basis.

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