Job Description

The

Certified Financial Planner

will be responsible for creating, reviewing, and implementing personalized financial plans tailored to new and existing clients. This role requires a comprehensive understanding of financial planning principles, investment strategies, and mutual fund products. The incumbent will conduct financial need analyses, design goal-based investment plans, perform portfolio restructuring, and prepare detailed investment proposals. Proficiency in analytical tools such as

Looker Studio

,

NGEN

, and CRM platforms is essential. The ideal candidate will demonstrate strong analytical skills, strategic thinking, and the ability to deliver high-quality financial advice aligned with client objectives.

Key Responsibilities: Financial Planning & Analysis

Prepare and review comprehensive financial plans for new and existing clients. Conduct

Financial Need Analysis (FNA)

to assess client goals, risk profiles, and investment capacities. Revise and optimize existing financial plans based on market trends, client life stage changes, and evolving financial objectives.

Investment Strategy & Proposal Development

Design and implement

bucket strategies

for retirement planning and financial freedom. Prepare customized investment proposals and portfolio recommendations for

HNI/UHNI clients

. Restructure client portfolios based on changing financial goals, market performance, and risk appetite. Conduct in-depth

fund analysis

to identify suitable products based on risk-return parameters and historical performance.

Reporting & Data Management

Generate

NGEN

market reports and fund performance analyses, translating data into actionable insights. Create and manage dashboards and visual reports in

Google Looker Studio

for management and client reviews. Prepare and deliver professional

presentations (PPTs)

for client meetings, internal reviews, and financial planning discussions. Maintain accurate and compliant financial planning records and documentation.

Client Coordination & Support

Collaborate with

Relationship Managers (RMs)

to ensure seamless client onboarding, review meetings, and service delivery. Provide ongoing portfolio review, rebalancing recommendations, and performance tracking support. Ensure high standards of client communication, timely advisory updates, and superior client experience.

Required Skills & Competencies:

In-depth knowledge of

Mutual Funds, Financial Planning, Portfolio Management, Retirement Planning

, and investment products. Strong

analytical and quantitative skills

with the ability to interpret complex financial data. Proficiency in

Excel, PowerPoint, Looker Studio, NGEN Software, and CRM tools

. Excellent

communication, presentation, and client advisory skills

. Highly

organized, detail-oriented

, and capable of managing multiple client portfolios simultaneously.

Qualifications:

Certified Financial Planner (CFP)

designation is mandatory. Bachelor's or Master's degree in Finance, Commerce, Economics, or a related field. 3-6 years of experience in financial planning, wealth management, or investment advisory roles (preferred).
Job Types: Full-time, Permanent

Pay: ₹250,000.00 - ₹600,000.00 per year

Benefits:

Cell phone reimbursement Health insurance Provident Fund
Work Location: In person