Certified Financial Planner

3 weeks ago


Pune, Maharashtra, India Corenza Full time

Job Description

Roles & Responsibilities:

  • Coordinating new client onboarding process with the back office team
  • Data gathering and Financial plan creation within agreed TAT and as per process checklists
  • Presentation of draft and final plans
  • Portfolio reviews and recommendations
  • Presentation of portfolio reviews and investment recommendations/exits to clients within agreed turnaround time lines
  • Coordination with Senior Advisors/Wealth Managers and Back Office team for implementation of advice
  • Aid in queries linked to clients financial plan and/or portfolio recommendations
  • Financial planning software, risk profiling software housekeeping and portfolio reporting software integration with client reports
  • Research software integration for client reports
  • Maintenance of planning and review calendars
  • Keeping updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Planning Trends, Alternate Investments, Macro Economy, Global events)
  • Providing clients with information on new and existing products and schemes in coordination with Research/Seniors
  • Sharing the macro views on global/ local economy, and local /global financial markets with clients during meetings
  • Sharing research/investment updates with clients on an ongoing basis during meetings
  • Website content and social media content maintenance with planner insights

Ideal candidate:

Graduate and 5+ years of relevant financial planning and portfolio analysis experience and active NISM XA and XB, Excellent communication skills.



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