Senior Financial Planner Key Result Areas - Client Sourcing and building potential client pipeline & database and build long-term relationships with them - Approaching clients via cold calling and direct mail to enquire about their insurance investment and their future financial needs - Scheduling appointments with the clients and conducting meetings to gather financial information and understand their objectives and determining the extent of present coverage and investments. - Determining clients' particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments - Conducting in-depth financial assessments to understand clients' financial goals, risk tolerance, and investment objectives. - Developing and presenting comprehensive financial plans, including retirement planning, investment strategies, and risk management. - Utilizing knowledge of income tax investment strategies and advising client on tax planning - Recommending appropriate insurance products to clients, such as life, health, property, casualty, and other types of insurance - Building client relationships foster long-term relationships and trust with the clients by offering continuous advice, reviewing clients' insurance needs over time and recommending policy updates as necessary - Providing risk management advice by helping clients identify potential risks and suggest insurance products or policy adjustments. - Conducting policy reviews by periodically reviewing clients' policies to ensure the insurance coverages are still suitable for their customers' changing circumstances and financial goals - Collaborating with clients to review and adjust financial plans based on life events, economic shifts, or regulatory changes. - Educating and creating awareness with clients on financial products, market trends, and investment opportunities Competencies - Good interpersonal and communication skills - Good experience in B2C and retail channel in banking and insurance sector - Ability to build and maintain relationships with clients. - Good knowledge of financial planning principles, investment products - insurance, mutual funds, Bonds', Fixed Deposit, Pension plan, Retirement plan and others - Good knowledge of income tax regulations and norms Career Growth: - Unlimited earning capacity (Commission basis), Target based incentives, Flexible Work-Life Balance, Access to Diverse Products, Learning from Experienced Leaders, Recognition for Outstanding Performance, Overseas travel.

Delhi NCR

Senior Financial Planner - Banking/Insurance Sector 

Job Description for Senior Financial Planner - Banking/Insurance Sector  in GlassBridge Consulting in  Delhi NCR for (15-30) years of experience. Apply Now!