Wealth Manager/Financial Planning

2 days ago

Delhi, Delhi, India Talent Corner HR Services Pvt Ltd Full time
Role: Financial Planner/Wealth Manager

This is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax experts to develop unique financial strategies tailored to each client's needs and goals.

Manage and review existing client investment portfolios.

● Conduct portfolio analysis and make necessary adjustments.

● Drive additional business from existing clients across financial services including Mutual Funds, Stocks, Loans, Insurance (General & Term), Estate Planning, and Tax Planning.

● Create and enforce financial goal plans to meet clients' long-term objectives.

New Client Acquisition & Relationship Management:

● Financial Awareness Programs

○ Internal acquisition team leads

○ Conduct financial planning and analysis for new clients.

● Onboard prospects from your own business book/network.

● Cross-sell financial instruments based on client needs.

● Utilize corporate networks to organize financial awareness sessions.

Maintain and update MIS reports.

● Present periodic performance reviews and achievements.

In-depth knowledge of the Mutual Fund Industry, Capital Market, and profitability drivers.

● Self-motivated, flexible, and able to manage multiple priorities simultaneously.

● Willingness to work in a boutique financial solutions company.

● Graduate or Postgraduate degree required.

● Minimum 2+ years of experience.

●

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