Urgently Looking For CFP For New Delhi Location

1 - 4 Years
Delhi NCR

Job Description

Interacting with prospects & Clients referred by Wealth Managers to get relevant data from them in order to prepare a financial plan for them
Have the discipline to calendarize the preparation dates of plans to re-visit these plans again to do quarterly & yearly reviews
Accompany wealth managers with the objective of presenting these plans & engineer calls to action so that recommendations suggested in the plans are executed
Answer ongoing queries from clients as it relates to these financial plans.
Should have independently prepared detailed financial plans for HNIs in the past
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
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
A persuasive and articulate communication style is helpful.
Have the self-confidence to be able to sit in front of very wealthy people & communicate with confidence
Should have worked with financial planning software & other financial tools in order to prepare financial plans
Should have a good understanding of concepts such as:
Asset Allocation,
Cash flow analysis,
Retirement Planning
HLV & Other insurance concepts
Knowledge of General Insurance & Health Insurance
Wills & Trusts
Tax Sheltered Investments
Employee Benefits
Have the flexible mindset to accommodate changing client needs & special circumstances such as college tuition, growing families, change of income stream, stock options etc.
Keeping up with market trends and financial regulations/laws changes
Ability to use databases and conduct financial research, in addition to excellent math skills are will be valuable qualities.

Salary: INR 2,75,000 - 4,75,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Role:Asset Manager


Desired Candidate Profile

Please refer to the Job description above

Company Profile

SMC Global Securities Ltd.

SMC Group was incorporated in 1990. SMC offering a wide range of institutional and retail brokerage of equities, commodities, currency, derivatives and online trading along with investment banking ,depository services, clearing services, IPOs, mutual funds, fixed deposits, insurance broking, portfolio & wealth management, margin funding & research, Mortgages and Arbitrage. Having Network of 43 branches with the Headquarter in Delhi and overseas office at Dubai. In-house Weekly Research magazine 'Wise Money'. We at SMC aspire to be a global organization having dominant position in financial & investment services through customer centric approach and help people make the right investment, the right way
View Contact Details+

Recruiter Name:Shilpi Singh

Contact Company:SMC Global Securities Ltd.


Email :shilpis@smcinvestments.co.in

Reference Id:CFP001

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