Financial Advisor

2 weeks ago

Hyderabad, India People2pay Management Full time

Experience: 7 - 10 years

Location: Hyderabad / Delhi

Education: Postgraduate (NISM XA - XB preferred)

Industry: Personal Finance / Financial Planning

Designation/ Role: Financial Advisor

JOB DESCRIPTION:
Responsible for providing accurate analysis for new and existing clients as well as handling all sales

administration including pricing, query handling, internal documentation and build strong

relationships with the operations team to ensure the smooth running of all client accounts.

KEY RESPONSIBILITIES INCLUDE:
1. Identify client needs and provide them with right financial planning assistance and asset

allocation with the help of our Research & Financial Planner team.

2. An advisor needs to expand existing client relationships, improve client satisfaction, strengthen

client commitment, ensure client retention in advisory and grow revenue for IMMPL Wealth

Management while acquiring new clients as well.

3. Build and deepen relationships with existing HNI Clients.

4. Recommend to client’s strategies in cash management, insurance coverage, investment planning,

or other areas to help them achieve their financial goals.

5. Responsible for collection of fees from clients.

6. Implement financial planning recommendations and review clients' accounts and plans regularly

to determine whether life changes, economic changes, environmental concerns, or financial

performance indicate a need for plan reassessment.

7. Manage client portfolios which include products ranging from insurance, mutual

funds, hedge funds, real estate and fixed income.

8. Keeping client plans up-to-date and prepare or interpret for client’s information Such

as investment performance reports, financial document summaries, or income

projections.

9. Interact with the various teams within the organization such as Research, Financial Planning,

Insurance and Operations to ensure prompt supply of information to the client.

10. Any other ad-hoc duties as directed

APPLICANT REQUIREMENTS:
1. Comprehensive understanding of finance and financial terms.

2. A passion for meeting people, networking and maintaining relationships

3. Strong conversational and communication skills

4. Display empathy (customer service should come naturally) and listening skills

5. Ability to convincingly put across ideas, both orally and in writing

6. Detailed understanding of MS Office - Excel, Power point and Word

7. Attention to detail

8. Travel within the city and sometimes outside.

**Job Types**: Full-time, Permanent

**Salary**: ₹60,000.00 - ₹80,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Day shift
- Morning shift

Ability to commute/relocate:

- Bangalore, Karnataka: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 9 years (preferred)

**Speak with the employer**
+91 9353749740

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