This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk.
Role Dimensions
Preparing financial analyses and financial plans for HNI/UHNI clients.
Assisting in analysis, re-balancing, and review of investment portfolios.
Conducting investment research (Stocks, Mutual Funds, ETF and Bond's).
Conduct need-analysis pertaining to insurance, mortgages, investments, and taxes.
Providing support for processing client service needs (digital paperwork, report generation, agenda preparation)
Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
Train, mentor, and groom individuals on the process and make sure all the quality parameters are met by them in the longer run.
Requirements
Skill Set
MBA (Finance), CFP (Pursuing/completed) or CFA (Pursuing), NSE Certifications.
Well versed with investment, planning and insurance concepts.
Proficient in MS Office suite.
Excellent Communication skills (Oral and Written)
0.6-2 years of work experience in financial sector (Insurance, BFSI, Mutual fund)
Job Type: Full-time
Pay: ₹240,000.00 - ₹550,000.00 per year
Benefits:
Health insurance
Provident Fund
Work Location: In person
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