Financial Planner

1 week 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

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