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Sr. Financial Advisor

5.00 to 10.00 Years Hyderabad,Bangalore, Mumbai City 05 Feb, 2025

Job Location	Hyderabad,Bangalore, Mumbai City
Education	Not Mentioned
Salary	Rs 10 - 20 Lakh/Yr
Industry	Financial Services
Functional Area	Sales / BD
EmploymentType	Full-time

Job Description

Desired Candidate profile:Designation/ Role: Financial AdvisorExperience: 7 yearsLocation: Bangalore / Mumbai /HyderabadEducation: Postgraduate (AFP / CFP preferred) with NISM XA XBIndustry: Personal Finance / Financial Planning.JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutual funds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincome projections.8. Interact with the various teams within the organization such as Research, FinancialPlanning, Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally) and listening skills.5. Ability to convincingly put across ideas, both orally and in writing6. Detailed understanding of MS Office Excel, Power point and Word7. Attention to detail.8. Travel within the city and sometimes outside.

Keyskills :
investment advisorywealth advisorywealth managementfinancial advisorywealth management servicesfinancial planning

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