Financial Planner

2 weeks ago

Bengaluru, India Dilzer Consultants Pvt Ltd Full time

Certification:
**NISM XA/ XB/ CFP/ CWM**

Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details and understanding the product.
- Coordinating with para planners on scenario analysis and case studies specific to client needs.
- Coordinating with all the providers of financial products for availability, comparison, analysis and finalizing of products.
- Contacting clients and setting up meetings, accompanying the advisory team for meetings and review.
- Review of financial plan with the advisory team.
- Risk profiling of existing and new clients and meeting them on one to one basis to understand and address their requirements.
- Client portfolio reviews and recommendations.
- Maintaining records of clients handled with review and portfolio checks.
- Understanding of markets, market updates and news affecting our industry.
- Coordination with investment advisors and client servicing teams with respect to implementation of plans where applicable and hand holding the client in questions relating to implementing the plan.
- Research on new financial planning trends and data insights linked to financial plans. Must be able to articulate the same in an article format to publish on our website.
- Aid in queries linked to clients’ financial plan and investment recommendations.
- Maintenance of planning and review calendars for clients.
- Compliance for clients.

Detailed research on multiple financial products.
- Regular meetings with asset, fund, portfolio and relationship managers to get their view on financial markets and products.
- Analysing and sharing macro views on global and local economy and financial markets.
- Sharing investment related research, articles, blogs and updates with investment advisors and teams on an ongoing basis.

**Salary**: ₹500,000.00 - ₹600,000.00 per year

**Benefits**:

- Health insurance

Schedule:

- Day shift

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

COVID-19 considerations:
Sanitising premises once in 6 months

Ability to commute/relocate:

- Bangalore, Bengaluru Urban - 560001, Karnataka: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Master's (preferred)

**Experience**:

- total work: 3 years (preferred)
- Corporate finance: 3 years (preferred)

**Language**:

- Fluent English (preferred)

Work Location: Hybrid remote in Bangalore, Bengaluru Urban - 560001, Karnataka

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