Strategic Financial Advisor

2 days ago

Bellary, Karnataka, India beBeeSenior Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
About the Role

We are seeking a seasoned financial expert to fill a senior role in our organization.

This is an excellent opportunity for a certified financial planner (CFP) with a strong track record in relationship management to leverage their expertise and build trust-based relationships with clients.

As a trusted advisor, you will design and implement tailored financial plans, manage client portfolios, and foster long-term relationships. Your deep understanding of the financial market, regulatory environment, and client needs will enable you to provide holistic and goal-oriented financial advice.

Key Responsibilities
  • Develop and maintain strong relationships with affluent/high-net-worth clients, acting as their primary point of contact for all financial matters.
  • 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 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.
  • Led the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan.
Business Development
  • Leverage existing networks and relationship-building skills to acquire new clients and expand assets under management (AUM).
  • Represent the organization at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.
RequirementsQualifications
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body (preferred).

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