Client Financial Planner

2 weeks ago

Bengaluru Bangalore Hyderabad Secunderabad Telangana, India Hireginie Talent Cloud Private Limited Full time

Job Title:
Client Financial Partner- Digital

Education :
Graduate/ MBA/ CA/ CFA
Experience : - 6 yrs of experience in the wealth segment and a detailed knowledge about selling of Mutual Funds & PMS (Portfolio Management Services) & AIF (Alternate Investment Funds)

Location:
Hyderabad, Bangalore

Preferences :
Local Candidates with relevant Experience and good Communication Skills

Working Days:
Any 6 days Working as per the Requirement

About the role
We are actively seeking dynamic individuals to join the inbound business team at Client Organisation. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Organisation's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment endeavors

What you will work on:
You get pre-scheduled video meetings with potential clients where you will have to review client's portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio of ₹50L & above)
Interact and convert these high-intent inbound clients into investing in our portfolio products
Apply strong analytical skills in order to help clients by various data points
Have good knowledge of the overall markets and use those points in your conversations with clients

Evaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.

Showcase Organisation's portfolio management approach of fund selection, investment strategies, risk management and guide them on future investments.

Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team.

Guide clients thoroughly on their Tax liabilities when exiting or entering into funds
Maintain good relationships with your existing clients for investing more into different products which we offer

What we expect:
Minimum 2 years of sales experience in financial services like retail banks, investing fintechs, AMCs etc
Excellent communication skills
Deep knowledge of either mutual funds or stocks or PMS
Ability to explain complex investment methodology to clients in simple terms
High ownership and strong stakeholder management skills (both internal and external)

Education & Certifications:
MBA or CA or CFA is preferred
NISM Mutual Funds & PMS Distributors certificates (within 1 month of joining)

To succeed in this role:
Bring a high level of energy and enthusiasm to your role
Dedication to go the extra mile to achieve outstanding results
Ability to thrive in a team-oriented environment
Openness to change, embrace challenges, and continuously seek opportunities for growth and development
Fresh perspectives and innovative thinking to solve problems

Folks you will work with:
The people you work with are crucial to your experience and success at work.

You will work closely with the following people like ,Co-Founders, Head of Business, Head of Digital Acquisition Business, Head of Product, Head of Design, Head of Engineering.


What you can expect:
A great work environment with high ownership and growth opportunities
Best in market compensation and Incentives
Work closely with the founding and the leadership team on key projects
High talented team members to coordinate and work with
Open door work culture
Flat organizational structure
Wide scope of learning opportunities in different areas of business by working side by side with product team and tech team

Certifications Required:
NISM Mutual Funds & PMS Distributors certificates

  • Financial Planner

    2 weeks ago

    Hyderabad, India Makuta Developers and Infrastructure pvt Ltd Full time

    We are seeking a skilled and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for analyzing our clients' financial situations and crafting comprehensive plans to assist them in achieving their financial goals. Your expertise in investment strategies, risk management, and financial analysis will be crucial in...

  • Financial Planner/paraplanner

    3 weeks ago

    Domalguda, Hyderabad, Telangana, India Prosporaisers Financial Services Full time

    Overview of the Role This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk. Role details : Paraplanners provide support to financial advisers and their clients...

  • Financial Planner

    2 weeks ago

    Bengaluru, Karnataka, India Seven Full time

    Senior Certified Financial Planner Roles & Responsibility: Engage with customers to understand their financial objectives, risk tolerance, and investment preferences. Conduct comprehensive financial assessments to analyze clients' current financial status and develop personalized financial plans. Collaborate with customers to set shortterm and longterm...

  • Financial Planner

    1 month ago

    Bengaluru, India Seven Full time

    Senior Certified Financial Planner Roles & Responsibility:- Engage with customers to understand their financial objectives, risk tolerance, and investment preferences.- Conduct comprehensive financial assessments to analyze clients' current financial status and develop personalized financial plans.- Collaborate with customers to set short-term and...

  • Senior Certified Financial Planner

    1 month ago

    bangalore, India Seven Full time

    Job Title: Senior Certified Financial Planner Location: Bangalore, Karnataka, India Roles & Responsibility:   Engage with customers to understand their financial objectives, risk tolerance, and investment preferences.   Conduct comprehensive financial assessments to analyze clients' current financial status and develop personalized financial plans....

  • Senior Certified Financial Planner

    4 weeks ago

    Bengaluru, India Seven Full time

    Job Title:Senior Certified Financial PlannerLocation:Bangalore, Karnataka, IndiaRoles & Responsibility:Engage with customers to understand their financial objectives, risk tolerance, and investment preferences.Conduct comprehensive financial assessments to analyze clients' current financial status and develop personalized financial plans.Collaborate with...

  • Senior Certified Financial Planner

    1 month ago

    Bengaluru, India Seven Full time

    Job Title: Senior Certified Financial PlannerLocation: Bangalore, Karnataka, IndiaRoles & Responsibility:  Engage with customers to understand their financial objectives, risk tolerance, and investment preferences.  Conduct comprehensive financial assessments to analyze clients' current financial status and develop personalized financial...

  • Senior Certified Financial Planner

    1 month ago

    Bengaluru, India Seven Full time

    Job Title: Senior Certified Financial PlannerLocation: Bangalore, Karnataka, IndiaRoles & Responsibility:Engage with customers to understand their financial objectives, risk tolerance, and investment preferences.Conduct comprehensive financial assessments to analyze clients' current financial status and develop personalized financial plans.Collaborate with...

  • Financial Literacy Planner

    4 days ago

    Bangalore City, India K12 Techno Services Pvt. Ltd. Full time

    Job Title: Financial Literacy Planner Job Overview: The position requires the candidate to research and prepare lesson plans, textbooks, activities and resources for students and teachers to use while teaching/learning Financial LiteracyResponsibilities and Duties: Content (Primary Task): Write instructional and activity-based content. Research on current...

  • Para Planner

    1 month ago

    Bengaluru, India HEXAGON CAPITAL ADVISORS Full time

    Join us and nurture your knowledge and skill-sets. Become a member of one of the most experienced and respected advisory teams in India. - **Our Values**: **Valuing Relationships**: - We don’t just juggle numbers. We are empathetic to our clients. **Transparency & Disclosures**: - Our recommendations are always backed by hows and whys. - **Diligence &...

  • Planner Iii

    3 weeks ago

    Hyderabad, Telangana, India TechnipFMC Full time

    **Location**:Hyderabad, IN **Employment type**:Employee **Place of work**:Office **Offshore/Onshore**:Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration - and we want you to be part of it. You’ll be joining a culture that...

  • Planner Ii

    2 weeks ago

    Hyderabad, Telangana, India TechnipFMC Full time

    **Location**:Hyderabad, IN **Employment type**:Employee **Place of work**:Office **Offshore/Onshore**:Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration - and we want you to be part of it. You’ll be joining a culture that...

  • Paraplanner

    4 weeks ago

    Bengaluru, India Happywise financial services Full time

    As a Para planner, you would be assisting the Chief financial planners in aspects like - 1. Research and Analysis: conduct research and analysis on financial products, investment options, and market trends. Gather information and data to support the financial planning recommendations made by the Financial planner. This involves studying investment...

  • Para Planner

    2 months ago

    Jayanagar, Bengaluru, Karnataka, India HEXAGON CAPITAL ADVISORS Full time

    This is the first step in your career as an Advisor and Financial Planner. As a para planner you will be assisting a senior advisor on managing their clients. The nature of work is administrative - working with investment plans, portfolios, tracking etc. This role does not entail any client facing responsibilities. The minimum qualification is a Masters in...

  • Para Planner

    2 weeks ago

    Jayanagar, Bengaluru, Karnataka, India HEXAGON CAPITAL ADVISORS Full time

    This is the first step in your career as an Advisor and Financial Planner. As a para planner you will be assisting a senior advisor on managing their clients. The nature of work is administrative - working with investment plans, portfolios, tracking etc. This role does not entail any client facing responsibilities.The minimum qualification is a Masters in...

  • Occupancy Planner

    4 weeks ago

    Hyderabad, Telangana, India JLL Full time

    JLL supports the Whole You, personally and professionally. We are looking for a Occupancy Planner for our Occupancy Planning business line. About JLL We’re JLL. We’re a professional services and investment management firm specializing in real estate. We help organizations around the world achieve their ambitions by owning, occupying and investing in...

  • Commodity Planner Iii

    4 weeks ago

    Hyderabad, Telangana, India TechnipFMC Full time

    **Location**:Hyderabad, IN **Employment type**:Employee **Place of work**:Office **Offshore/Onshore**:Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration - and we want you to be part of it. You’ll be joining a culture that...

  • Commodity Planner 2

    3 weeks ago

    Hyderabad, Telangana, India TechnipFMC Full time

    **Location**:Hyderabad, IN **Employment type**:Employee **Place of work**:Office **Offshore/Onshore**:Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration - and we want you to be part of it. You’ll be joining a culture that...

  • Financial Paraplanner

    2 weeks ago

    Bengaluru, Karnataka, India Valenta - Hiring for client Full time

    **Financial Planner - UK** Shift timing - 10am to 7pm or 11am to 8pm or 12am to 9pm Location - Bangalore **Role dimensions** - Understanding the product. Preparation and checking of customized financial plans, monitoring, and updating the plans. - Coordinating with Paraplanners on scenario analysis and case studies specific to client needs. - Coordinating...

  • Financial Literacy Planner

    1 week ago

    Bengaluru, India K12 Techno Services Pvt. Ltd. Full time

    Job Title: Financial Literacy Planner Job Overview: The position requires the candidate to research and prepare lesson plans, textbooks, activities and resources for students and teachers to use while teaching/learning Financial LiteracyResponsibilities and Duties: Content (Primary Task):• Write instructional and activity-based content.• Research on...