Senior Financial Planner

5 days ago


india beBeeFinancial Full time

Role OverviewAs a seasoned Financial Services Professional, you will play a pivotal role in providing expert financial planning and investment management services to clients.Collaborating with cross-functional teams, including Investment Experts, Financial Planners, and Tax Advisors, you will develop customized financial strategies tailored to each client's unique needs and goals.Portfolio Management: Review and optimize existing client investment portfolios, ensuring alignment with their evolving financial objectives.Investment Analysis: Conduct thorough portfolio analysis and make informed adjustments to drive optimal returns.Client Acquisition and Relationship Building: Acquire new clients through targeted outreach programs, referrals, and social media leads, while fostering long-term relationships through regular portfolio reviews and market discussions.Prospect Onboarding: Identify and onboard prospects from your professional network.Cross-Selling: Offer tailored financial solutions based on client needs, driving revenue growth and enhancing customer satisfaction.Corporate Network Engagement: Organize financial awareness sessions for corporate clients, leveraging your expertise to build trust and foster business opportunities.Join our team of experienced professionals and enjoy a dynamic work environment, comprehensive training programs, and opportunities for career advancement. As a key member of our Financial Services team, you will be empowered to take ownership of your work, innovate solutions, and contribute to the growth and success of our organization.


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