Manager - Financial Planning - BFSI

Responsible for Client Acquisition, Servicing, Portfolio review & Creation of Financial Plans

This role involves the following:

1. Contacting leads via personal meetings, phone and e-mail

2. Giving corporate presentations to solicit clients

3. Consulting and understanding requirement of individuals and acquiring them for financial planning and portfolio review services.

4. Monitoring and Handling existing portfolios of retails and High Net worth Individual (HNI).

5. Advising clients and building strategies as per the client's financial objective and time horizon on an on-going basis.

6. Handling and building the long-term relationship with HNI and Ultra HNI clients.