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Financial Planner

4 months ago

New Delhi, India Ingenetus Full time

Required Candidate Profile:

  • Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.
  • Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.
  • Certification in NISM and CFP is an added advantage.
  • Create and enforce financial goal plans that will help meet the needs of clients.
  • Must be self-motivated, flexible and able to manage several jobs at one time.
  • Willingness to dwell in a boutique Financial Solutions Company.
  • Should have a laptop


Roles and responsibilities:

1. Existing Client Relationship Management-

  • Managing existing client's investment portfolios
  • Reviewing portfolios and making changes when required.
  • Driving New Business from our existing clients for various financial services - Financial and technical analysis of various financial options available like Mutual Funds, Stocks, Loans, Insurance(Only General and Term Insurances), Estate Planning, Taxation Planning
  • Goal Based Planning and mapping of investments

2. New Client Relationship Management-

  • Responsible for financial planning, and financial analysis of new clients and are responsible for acquiring new clients from the following channels.
  • Conducting Financial Awareness Programs
  • Referential Leads from existing clients
  • Social Media Leads
  • Leads Generated by the internal acquisition team of the company
  • Leads generated from other sources
  • Additional Information:
  • Responsible for meeting both new and existing clients either physically or virtually(As Required) on a periodic basis for having portfolio discussions, discussions about the markets and advising on products offered by the company and cross selling the products as per the requirement of the client.


PLEASE NOTE: - THIS IS A SALES PROFILE AND THE KRA'S ARE ALL LINKED TO THE REVENUE GENERATED FOR THE COMPANY.


Additional responsibilities: -

  • Meeting the clients and doing the initial screening of the client’s portfolio
  • Cross-selling of various financial instruments to the clients depending upon their needs
  • Managing various MIS
  • Onboarding prospects from the candidate's existing network
  • Utilizing Corporate networks to hold Financial Awareness Programs
  • Presenting achievement through performance reviews