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Financial Planner - UK

2.00 to 5.00 Years   Bangalore   08 Jul, 2024
Valenta BPO Solutions Pvt Ltd
Job LocationBangalore
EducationNot Mentioned
SalaryRs 4.0 - 5 Lakh/Yr
IndustryIT Services & Consulting
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

    Financial Planner - UKShift timing - 10am to 7pm or 11am to 8pm or 12am to 9pmLocation - Bangalore, KarnatakaRole dimensions
    • Understanding the product. Preparation and checking of customized financial plans, monitoring, and updating the plans.
    • Coordinating with Paraplanners on scenario analysis and case studies specific to client needs.
    • Coordinating with all providers of financial products for availability of product, then compare, analyze and finalizing products.
    • Accompanying advisory team for meetings and review.
    Knowledge & Skills
    • In-depth knowledge of all products (Insurance, health, life, mutual funds, bonds, PPF, etc.)
    • Excellent communication skills
    • Good working knowledge of Microsoft office Excel, word and PowerPoint.
    • Ability to foster and cultivate relationships with existing and prospective customers.
    • Ability to work with a team.
    Primary Responsibility
    • Receiving the task from the Advisers
    • Capturing the task request into the Smartsheet
    • Understanding the End users and Advisers requirement (Needs and expectations vs. Advice)
    • Review of End users details to determine missing information
    • Data Collection - Determining & collection of additional information (super & insurance research activity)
    • Contacting the adviser for clarification / additional information
    • Data entry
    • Report Generation & editing
    • Managing team
    • Review of report for Quality check
    • Team Management
    • Management reporting
    • Maintain client communication
    • Get client feedback
    • Finalization of Financial reports for End users
    • Schedule training programs
    • Conduct interviews
    • Management report generation
    • Access and utilize client reports
    • Conduct exit interview
    • Team approvals attendance, asset take home, travel allowance.
    • Authorize to conduct appraisal report.
    • Access to copy of client agreement.
    Minimum requirements
    • CFP with 2 years minimum experience
    • OR NISM level 1 and level 2 certification with 3 years of experience.

Keyskills :
cfpinsuranceinvestment bankingnismfinancial productsmutual funds

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