Certified Financial Planner

2 weeks ago

mumbai, India Corenza Full time

Roles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients within agreed turnaround time lines Coordination with Senior Advisors/Wealth Managers and Back Office team for implementation of advice Aid in queries linked to clients financial plan and/or portfolio recommendations Financial planning software, risk profiling software housekeeping and portfolio reporting software integration with client reports Research software integration for client reports Maintenance of planning and review calendars Keeping updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Planning Trends, Alternate Investments, Macro Economy, Global events) Providing clients with information on new and existing products and schemes in coordination with Research/Seniors Sharing the macro views on global/ local economy, and local /global financial markets with clients during meetings Sharing research/investment updates with clients on an ongoing basis during meetings Website content and social media content maintenance with planner insights

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