Desired Profile : Financial Planner
Experience : Must have minimum 3+ years of experience
Location : Pusa Road, Karol Bagh (West Delhi)
Please find below job description for Financial Planner
Ã Interacting with prospects & clients referred by Wealth Managers to get relevant data from them in order to prepare a financial plan for them
Ã Have the discipline to calendarize the preparation dates of plans to re-visit these plans again to do quarterly & yearly reviews
Ã Accompany wealth managers with the objective of presenting these plans & engineer calls to action so that recommendations suggested in the plans are executed
Ã Answer ongoing queries from clients as it relates to these financial plans.
Ã Must have knowledge on unlisted stocks, PE/VC Funding and Debt market.
Ã Carrying out portfolio analysis and re-balancing.
Ã¼ Should have independently prepared detailed financial plans for HNIs in the past
Ã¼ Have the ability to extract data via conversation/email/In-person meeting with prospects/clients so that a robust financial plan can be prepared for them
Ã¼ Have exceptional analytical, presentation & negotiation skills to be able to present these plans to these prospects/clients when accompanying the wealth manager for these meetings
Ã¼ A persuasive and articulate communication style is helpful.
Ã¼ Should be able to do portfolio rebalancing and analyze portfolio with different securities.
Ã¼ Have the self-confidence to be able to sit in front of very wealthy people & communicate with confidence
Ã¼ Should have worked with financial planning software & other financial tools in order to prepare financial plans
Ã¼ Should have a good understanding of concepts such as: Asset Allocation, Diversification, Cash flow analysis, Retirement Planning, HLV & Other insurance concepts, Knowledge of General Insurance & Health Insurance, Wills & Trusts, Tax Sheltered Investments, Employee Benefits
Ã¼ Have the flexible mindset to accommodate changing client needs & special circumstances such as college tuition, growing families, change of income stream, stock options etc.
Ã¼ Keeping up with market trends and financial regulations/laws changes
Ã¼ Ability to use databases and conduct financial research, in addition to excellent math skills are will be valuable qualities.
Interested candidates can reach me on the numbers given below for further discussion and send their updated resumes to my email id : email@example.com
Contact : Kanika Sharma
Telephone : 9560886598
Salary: INR 2,00,000 - 5,00,000 PA.
Industry:Banking / Financial Services / Broking
Functional Area:Financial Services, Banking, Investments, Insurance
Desired Candidate Profile
SMC Global Securities Ltd.
Recruiter Name:Ruby Sharma
Contact Company:SMC Global Securities Ltd.