Senior Financial Advisor

2 weeks ago

mumbai, India Corenza Full time

About Company


Representing a distinguished investment advisory firm with a strong foundation of over 20 years and 2000+ Cr in assets under management. Backed by a team of 50+ professionals, the firm provides a wide array of services, including Financial and Investment Planning, Cross-Border Taxation, Financial Transitions, Retirement Planning, and Asset Transfers. The firm is dedicated to delivering personalized strategies, guiding clients through every step of their financial journey and helping them achieve their long-term financial goals.


Roles & Responsibilities:

  • Identify client needs and provide them with right financial planning assistance and asset allocation with the help of our Research & Financial Planner team.
  • An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for the firm while acquiring new clients as well.
  • Build and deepen relationships with existing HNI Customers to achieve increase in revenue.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
  • Implement financial planning recommendations and review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, of financial performance indicate a need for plan reassessment.
  • Manage client portfolios which include products ranging from insurance, mutual funds, hedge funds, real estate and fixed income.
  • Keeping client plans up-to-date and prepare or interpret for client’s information such as investment performance reports, financial document summaries, or incomeprojections.
  • 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.


Ideal candidate

  • Postgraduate (AFP / CFP preferred) with NISM XA – XB
  • Comprehensive understanding of finance and financial terms.
  • A passion for meeting people, networking and maintaining relationships.
  • Strong conversational and communication skills
  • Display empathy (customer service should come naturally) and listening skills.
  • Ability to convincingly put across ideas, both orally and in writing
  • Detailed understanding of MS Office – Excel, Power point and Word
  • Attention to detail.
  • Travel within the city and sometimes outside

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