
Financial Planner
2 weeks ago
**Financial Planner**
**Exprience:0.6-2 Years**
**CTC:3.60-6.00LPA**
**Required Skills: Financial Sales, Financial Analysis, Financial Modeling, Relationship Management**
**Company Name: INGENETUS**
**Description**
- 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**: ₹360,000.00 - ₹600,000.00 per year
**Benefits**:
- Health insurance
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
Application Question(s):
- What is your Current CTC?
- What is your Expected CTC?
- Notice Period
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
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