Senior Financial Services Professional

1 week ago

Meerut, Uttar Pradesh, India beBeeFinance Full time ₹ 35,00,000 - ₹ 50,00,000

Our fintech client is a leading player in India's digital finance market, with over ₹1000 crore in monthly investments and 2 million+ transactions.

About the Role:

We are seeking an experienced Certified Financial Planner (CFP) with a proven track record as a Relationship Manager to serve as a trusted advisor to clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

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 client base.
Financial Planning:
  • Conduct comprehensive financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
  • Develop and present customized 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 projects to build innovative financial planning solutions that cater to diverse client needs.

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