Strategic Financial Planner

2 days ago

Vadodara, Gujarat, India beBeeFinancial Full time ₹ 1,80,00,000 - ₹ 2,50,00,000
Senior Financial Advisor & Investor Specialist

Our organization is a leading fintech platform that is revolutionizing the way Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions with significant monthly investments and millions of transactions.

Job Title: Senior CFP & Relationship Manager / Investor Advisor

Experience: 5-8 years in financial planning and wealth management advisory, with a proven track record as a Relationship Manager to serve as a trusted advisor to clients.

Education: Graduate, CFP/CFA/CA preferred.

About the Role:

We seek a dynamic and experienced Certified Financial Planner (CFP) with a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.

Key Responsibilities:
  • Build and maintain strong, trust-based relationships with affluent/high-net-worth clients, acting as their primary point of contact for all financial matters.
  • Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
  • Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm's client base.
  • Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
  • Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
  • Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
  • Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI guidelines.
  • Lead the project of building a tech-first financial planning product for DIY users.
  • Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management (AUM).
  • Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

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