Advanced Financial Planner Role

1 day ago

Delhi, Delhi, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 15,00,000
Job Description:

We are seeking a skilled professional to join our team as a Financial Services Specialist.

This role involves providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation.

You will collaborate with experts in the field to develop tailored financial plans that meet the unique needs and goals of each client.

  • Strong communication and interpersonal skills for building long-term relationships with clients.
  • Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.
  • Create and enforce financial goal plans to help meet the needs of clients.
  • Self-motivation, flexibility, and ability to manage multiple tasks simultaneously.
  • Willingness to work in a dynamic and fast-paced environment.

Key Responsibilities:

  • Existing Client Relationship Management-
    • Manage existing clients' investment portfolios.
    • Drive new business from existing clients for various financial services.
    • Goal-based planning and mapping of investments.
  • New Client Relationship Management-
    • Responsible for financial planning and analysis of new clients.
    • Acquire new clients through referrals, social media, and internal acquisition teams.
    • Conduct financial awareness programs and meetings with clients.
    Benefits:
    • Flexible working model with hybrid arrangements.
    • Competitive salary and insurance benefits.
    • Ongoing skill enhancement workshops.

What We Offer:

A supportive work environment, flexible working arrangements, and opportunities for growth and development. If you are a motivated individual with excellent communication skills, we encourage you to apply for this exciting opportunity.

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