Executive Financial Planner
2 days ago
We are seeking a seasoned and accomplished Certified Financial Planner (CFP) to serve as a trusted advisor to our clients.
The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.
- Bid on opportunities to develop strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters.
- Engage proactively with clients to grasp their evolving needs, address concerns, and provide personalized advice.
- Cultivate opportunities to deepen client relationships, cross-sell services, and generate referrals to expand our client base.
- Meticulously assess clients' financial circumstances, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
- Formulate and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
- Regularly review and adjust financial plans in response to changes in market conditions, life events, or regulatory updates.
- Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI guidelines.
- Leverage existing networks and relationship-building skills to attract new clients and increase assets under management (AUM).
- Represent our organization at industry events, seminars, and networking opportunities to enhance brand visibility and draw in prospective clients.
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Strategic Financial Planner
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Senior Financial Planner
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Strategic Financial Planner
4 days ago
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Senior Financial Planner
18 hours ago
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