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Financial Planner

3 months ago

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Job description

As a Financial Planner, you will be responsible for building, owning, and managing relationships with investors looking to invest in financial securities.


Key Responsibilities & Accountabilities

  • Financial Planning and Portfolio Services
  • Responsible for end-to-end client management by following the financial planning process, living and embodying the company’s core values of client centricity and empathy.
  • Having fantastic, value-creating & memorable conversations with clients every single day
  • Responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options.
  • Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions.
  • Being a mentor, guide, counsellor and friend to your clients on their challenging journey towards long-term wealth creation.
  • Managing investment portfolios and making people ready to meet their financial goals by following the financial planning process.
  • To closely observe, evaluate and monitor the client positions, and portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams.
  • Continuous learning, to be better equipped to face a varied range of investors.
  • Being the Face of the company for the investors, and the Voice of the investors for the company.


Opportunity to work in multiple financial products

  • Mutual Funds
  • IPO
  • Secondary Market
  • Unlisted Equity
  • International Equity
  • Bonds/Fixed Income Securities
  • Tax Advisory
  • Insurance (Life & General)
  • PMS & AIF


Required Education, Skill Set & Knowledge

  • Postgraduate
  • NISM Certificates of XA and XB
  • 5+ years of experience
  • Understanding of basic investment and financial concepts is essential.
  • Should be a self-starter and proactive approach.
  • Relationship-building skills.


Remuneration

5-8 LPA


Interested candidates can apply CV on hr@oceanfinvest.in