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Sr Financial Planners

2.00 to 7.00 Years   Mumbai City   11 Jan, 2022
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD,Finance / Accounts / Tax

Job Description

Salary: Up to 12 lakh (plus attractive incentives and quarterly bonuses.) Candidate must have hands on experience and knowledge of financial advisory and wealth management (Minimum 2 years) . Should have thorough knowledge of equity markets, debt market, economic outlook and various wealth products. Should possess excellent communication and interpersonal skills. Should have analytical approach to advice clients. Should be tech savvy to use tools for related functionalities. Should possess exceptional organizational skills. Job Description Acquisition of elite class, UHNI customers via seminars, webinars and corporate tie- ups. Research and analysis on current portfolios and prepare review strategy and plan for existing clients. Analysis and create indepth Financial Plan and cash flows on the basis of client s goals, risk appetite, time horizon etc. and increase Financial planning penetration in existing as well as new clients. Manage business budgets, client acquisition and customer satisfaction. Provide consultancy relating to Financial Planning, Tax Planning, Retirement Planning, and Investment Planning, Estate Planning and other incidental and allied services.,

Keyskills :
insurancefinancial planningsellingtaxcustomer relationsdebt markettax planningestate planningwealth managementclient acquisitionretirement planninginvestment planningcashriskwealthfinancial advis

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