Financial Planning Expert

2 days ago


Mumbai, Maharashtra, India Infinitalent Consulting (P) Ltd Full time

At Infinitalent Consulting (P) Ltd, we are seeking an experienced Financial Planning Expert to join our team in the Mumbai region.

We offer a competitive salary of ₹1,200,000 per annum, commensurate with experience.

The ideal candidate will be responsible for:

Key Responsibilities:
  • Driving sales through existing clients and identifying new business opportunities.
  • Conducting daily sales calls with prospective clients and understanding their financial needs.
  • Developing tailored solutions to meet clients' goals and requirements.
  • Providing end-to-end wealth management services to clients.
  • Acquiring new clients and enhancing engagement with existing clients through comprehensive financial planning.

To succeed in this role, you should have:

Required Skills and Qualifications:
  • A graduate degree or above.
  • Preference given to NISM-certified candidates with experience in retail/HNI wealth management.
  • In-depth knowledge of wealth management products, including mutual funds, insurance, bonds, and NPS.
  • Strong market intelligence and understanding of competition and market trends.
  • Excellent communication and interpersonal skills.


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