Financial Planner

6 days ago


New Delhi, India INGENETUS Full time

Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.
- Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.
- Certification in NISM and CFP is an added advantage.
- Create and enforce plans that will help meet the needs of clients.
- Must be self-motivated, flexible and able to manage several jobs at one time.
- Willingness to dwell in Start-up Culture.
- Should have a laptop.

**Roles and responsibilities**:
1. Existing Client Relationship Management
- Managing the existing clients of Ingenetus which includes any service-related, operational or sales-driven requests.
- Driving New Business from our existing clients for various financial services
- Financial technical analysis of various financial options available like, Mutual Funds, Loans, Insurance, etc.

2. New Client Acquisition
- Responsible for generating leads and conversion through either or all of the following channels

i) Cold Calls

ii) Conducting Financial Awareness Programs

iii) Referential Calling
- Meeting the clients and doing the initial screening
- Sales Conversion
- Managing various MIS
- Utilizing Corporate networks to hold Financial Awareness Programs
- Presenting achievement through performance reviews

**Salary**: ₹22,000.00 - ₹27,000.00 per month

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Sector-14 Dwarka, New Delhi - 110078, Delhi: Reliably commute or planning to relocate before starting work (preferred)

**Experience**:

- Financial customer services: 1 year (preferred)

**Language**:

- English (preferred)

**Speak with the employer**

+91-XXXXXXXXXX



  • New Delhi, India Network FP Full time

    Company DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...

  • Financial Planner

    2 weeks ago


    New Delhi, India Liquide Full time

    We’re Hiring at Liquide!Are you passionate about helping people achieve their financial goals? At Liquide, we’re on a mission to simplify wealth creation and empower investors with actionable insights. We’re looking for a dynamic professional with 3–5 years of experience in financial planning and investment advisory to join our growing team.What...

  • Financial Planner

    2 days ago


    Delhi, India Triedge Solution Full time

    Position: Financial Planner Location: Delhi **Salary**: 300000 - 400000 Annually Job role: Analyze clients' financial statuses (e.g. income, expenses and liabilities) - Examine and suggest financial opportunities (e.g. insurance plans, investments) - Develop sound plans and budgets for clients. - Customize financial plans according to clients' changing...


  • Delhi, Delhi, India Planyourworld Training Academy pvt ltd Full time ₹ 6,00,000 - ₹ 10,00,000 per year

    Job Tital: Certified Financial Planner (CFP)Location:Experience: 1–3 years (or as required)Employment Type: Full-timeAbout the Role:We are seeking a skilled and client-focused Certified Financial Planner (CFP) to join our team. The ideal candidate will provide expert financial advice, develop personalized financial strategies, and help clients achieve...


  • New Delhi, India PrimeWealth Full time

    Job Title: Associate Financial PlannerLocation: RemoteSalary Range: ₹30,000 – ₹40,000 per monthExperience: Freshers or 1–2 years in financial planning or related rolesCFP or Pursuing CFP is mandatory.About the Role:We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a seamless...


  • New Delhi, India Gaining Ground Investment Services Pvt Ltd Full time

    Are you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Life Planning? This opportunity is tailor-made for you!At Gaining Ground, we offer more than just a job – we offer a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand....

  • Finance Manager

    3 weeks ago


    New Delhi, India PERFECTLY AVERAGE Full time

    Company Description PERFECTLY AVERAGE isn’t your typical jewelry brand — we’re redefining what “everyday luxury” means. Our demi-fine pieces blend high design with honest pricing, made to elevate your 9-to-9 look without the markup. From timeless chains to trend-driven watches, we craft pieces that feels personal, powerful, and perfectly you.Role...


  • New Delhi, 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...

  • Wedding Planner

    2 weeks ago


    New Delhi, India Bee Events-Connect, Create and Celebrate Full time

    Company DescriptionBee Events specializes in crafting extraordinary, unforgettable celebrations that bring your vision to life with expert precision. We focus on every detail so our clients can enjoy their events with confidence and joy. Our commitment to excellence ensures seamless experiences that become cherished memories. Bee Events is passionate about...

  • Wedding Planner

    1 week ago


    New Delhi, India Aura Event & Experiences Full time

    Our wedding vertical is ready to take flight, across destinations, cultures, and experiences and we are looking for a leader who can shape its next chapter.About the roleYou will be the creative and operational anchor, leading concept, client, and delivery across large-scale and destination weddings.You’ll also collaborate internally with our creative...