Financial Planner

2 weeks ago

Dwarka Delhi Delhi, India SnapFind Full time

**Required Skills: Financial Sales, Financial Analysis, Financial Modeling, Relationship Management.**
- **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 financial goal 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 for work.**

**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, Estate Planning, Taxation Planning, etc.**

**Additional responsibilities**:

- **Meeting the clients and doing the initial screening of the client’s portfolio**:

- **Cross-selling of various financial instruments to the clients depending upon their needs**:

- **Managing various MIS**:

- **Utilizing Corporate networks to hold Financial Awareness Programs**

Presenting achievement through performance reviews

**Salary**: ₹300,000.00 - ₹600,000.00 per year

Application Question(s):

- How many years of financial planning experience you have?

**Experience**:

- total work: 1 year (required)

Ability to Commute:

- Dwarka, Delhi, Delhi (required)

Ability to Relocate:

- Dwarka, Delhi, Delhi: Relocate before starting work (required)

Work Location: In person

**Speak with the employer**

+91 8096485504

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