Ambitious Financial Planning Professional

3 weeks ago


Bengaluru, Karnataka, India Gaining Ground Investment Services Pvt Ltd Full time

About Gaining Ground Investment Services Pvt Ltd

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We are a dynamic investment services firm committed to transforming financial futures. Our team is dedicated to providing expert guidance and support to our clients, helping them achieve their long-term goals.

Job Summary

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This role is ideal for an ambitious individual with 1-2 years of experience in financial planning who is eager to dive deep into the world of Financial Life Planning. As a key member of our team, you will work closely with our industry experts to gain invaluable hands-on experience and contribute to the growth and success of our organization.

About the Role

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  • You will gain a deep understanding of financial planning practices, actively participate in meetings, take detailed notes, and ensure CRM maintenance. You will integrate relevant information into our Management Information System (MIS).
  • You will stay abreast of broader market trends and investment opportunities to provide clients with up-to-date advice and options.
  • You will act as a liaison for clients, addressing inquiries and guiding them through the implementation process. You will utilize knowledge of their past transactions to ensure comprehensive future planning and advice.
  • You will continuously develop and review clients' goal plans, ensuring ongoing alignment with their financial objectives. You will manage back-office operations using Investwell Mint, tallying goals and maintaining accurate data.
  • You will maintain client-specific MIS records, including implementation logs, follow-ups, and coordination with the team to ensure seamless plan execution.

About You

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  • You possess proficiency in XLS with a knack for functions and formulas to present data meaningfully. You have dexterity in using MS Office Suite.
  • You have confidence in presenting and navigating investment planning strategies.
  • You are adaptable to working collaboratively within a team environment.
  • You possess excellent communication skills in English, both oral and written, with a keen ability to take notes and distill the essence of conversations.
  • You have empathetic listening skills and strong analytical abilities to decipher intricate financial details.
  • You have a compassionate and people-oriented approach that sets you apart, with additional qualifications in Psychology being a definite plus.

What We Offer

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  • Hands-On Learning: You will gain invaluable hands-on experience in Financial Life Planning from industry experts.
  • Career Growth: Opportunities abound for professional development and career advancement.
  • Attractive Rewards: You will enjoy competitive compensation and rewards that recognize your contributions.

Location

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The role is based in our office location, offering a collaborative and dynamic work environment.

Salary

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The estimated salary for this role is ₹800,000 - ₹1,200,000 per annum, depending on experience and qualifications.



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