Manager/Senior Manager - Financial Planner - BFSI

Salary offered: 10 - 15 LPA

We have a opening for the role of Manager / Sr. Manager Financial Planner.

Candidate from Mumbai Location only apply.

Experience : 8 -10 years

Job Description :

About the Role :

- To carry out scientific financial planning for the clients basis their financial goals, liabilities and other requirements.

- Responsible for analysing the client portfolios at regular intervals and advising on investments suitable to their needs.

- Tracking and ensuring effective implementation of all advice given

- Track competition and take great initiatives and come up with new and improved ideas for improving the advisory proposition.

- To stay ahead of the curve, recommend new asset classes to Head of Investment Advisory where clients might be expressing interest.

- Ensuring complete adherence to the prescribed guidelines for carrying out advisory services.

- The candidate should have ideally worked in the wealth management space providing product/ portfolio advice to clients.

Candidate Profile :

Skills Requirement :

- The Candidate should be Certified as per SEBI guidelines for investment advisors. e.g. NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination and NISM-Series-X-B: Investment Adviser (Level 2) Certification Examination or like Chartered Wealth Manager (CWM) or Certified Financial Planner (CFP)

- Candidates not possessing requisite certificates will not be considered.

- Knowledge of the fundamental drivers of equity and debt markets is essential.

- Good understanding of financial planning process and investment products is a must for this role.

- Good understanding of financial markets and various asset classes like MF, PMS, Structure Product, Private Equity, Insurance and Fixed Income

- CFP Certification is Mandatory

- Excellent communication and interpersonal skills

- A Team Player

Nitesh Vishwakarma
SR. HR Executive
867564004