Personalized Financial Strategist

24 hours ago

Surat, Gujarat, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000
Financial Planning Specialist

Job Summary:

As a Financial Planning Specialist, you will be responsible for providing personalized financial planning services to clients. This includes retirement planning, investment management, and wealth preservation.

Key Responsibilities:

  • Manage and review existing client investment portfolios.
  • Conduct portfolio analysis and make necessary adjustments.
  • Drive additional business from existing clients across financial services.
  • Create and enforce financial goal plans to meet clients' long-term objectives.
  • Acquire new clients through various means such as referrals, social media leads, and internal acquisition team leads.
  • Build long-term relationships with clients through periodic portfolio reviews, market discussions, and product recommendations.
  • Cross-sell financial instruments based on client needs.
  • Maintain and update MIS reports.
  • Present periodic performance reviews and achievements.

Candidate Profile:

  • Strong communication and interpersonal skills.
  • In-depth knowledge of the Mutual Fund Industry, Capital Market, and profitability drivers.
  • Self-motivated, flexible, and able to manage multiple priorities simultaneously.
  • Willingsness to work in a boutique financial solutions company.
  • Must possess a personal laptop.
  • CWM Certification is an added advantage.
  • Graduate or Postgraduate degree required.
  • Minimum 2+ years of experience.
  • Own book of business is mandatory.

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