Planner Advisory

• Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details and understanding the product.

• Coordinating with para planners on scenario analysis and case studies specific to client needs.

• Coordinating with all the providers of financial products for availability, comparison, analysis and finalizing of products.

• Contacting clients and setting up meetings, accompanying the advisory team for meetings and review.

• Review of financial plan with the advisory team.

• Risk profiling of existing and new clients and meeting them on one to one basis to understand and address their requirements.

• Client portfolio reviews and recommendations.

• Maintaining records of clients handled with review and portfolio checks.

• Understanding of markets, market updates and news affecting our industry.

• Coordination with investment advisors and client servicing teams with respect to implementation of plans where applicable and hand holding the client in questions relating to implementing the plan.

• Research on new financial planning trends and data insights linked to financial plans. Must be able to articulate the same in an article format to publish on our website.

• Aid in queries linked to clients financial plan and investment recommendations.

• Maintenance of planning and review calendars for clients.

• Compliance for clients.

• Detailed research on multiple financial products.

• Regular meetings with asset, fund, portfolio and relationship managers to get their view on financial markets and products.

• Analysing and sharing macro views on global and local economy and financial markets.

• Sharing investment related research, articles, blogs and updates with investment advisors and teams on an ongoing basis.

• Graduate with experience of 1-2 years in the field of Financial Planning, Portfolio management

• CFP will be an added advantage

• In-depth Knowledge of all products (Insurance health/ life/ general, mutual funds, bonds, PPF etc.).

• Excellent communication skills.

• Good working knowledge of Excel (financial formulas and functions), Word and PPT.

• Ability to foster and cultivate relationships with prospective and existing customers.

• Ability to work with a team and share knowledge and skills.

Skills required

• Honesty, integrity, hard work and pleasant personality.
• Analytical ability and number crunching.
• Comfortable with meeting and interacting with people at our office and at client locations.
• Willingness to coordinate amongst multiple teams.
• Willingness to meet asset managers and product manufacturers to get views on financial markets and products, at office and beyond as and when events and opportunities arise.
• Good communication skills, both oral and written.
• Ability to remain constantly updated on financial markets and macroeconomics.s
• Comfortable with quick turnarounds and deadlines.