Looking For Financial Advisory (Senior)

Big Bee Consultant

Education: Postgraduate (AFP / CFP preferred) with NISM XA – XB

Industry: Personal Finance / Financial Planning.

JOB DESCRIPTION:

Responsible for providing accurate analysis for new and existing clients as well as handling all

sales administration including pricing, query handling, internal documentation and build strong

relationships with the operations team to ensure the smooth running of all client accounts.

KEY RESPONSIBILITIES INCLUDE:

1. Identify client needs and provide them with right financial planning assistance and asset

allocation with the help of our Research & Financial Planner team.

2. An advisor needs to expand existing client relationships, improve client satisfaction,

strengthen client commitment, ensure client retention and grow revenue for IMMPL Wealth

Management while acquiring new clients as well.

3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.

4. Recommend to clients strategies in cash management, insurance coverage,

investment planning, or other areas to help them achieve their financial

goals.

5. Implement financial planning recommendations and review clients' accounts and plans

regularly to determine whether life changes, economic changes, environmental concerns,

of financial performance indicate a need for plan reassessment.

6. Manage client portfolios which include products ranging from insurance,

mutual funds, hedge funds, real estate and fixed income.

7. Keeping client plans up-to-date and prepare or interpret for client’s information

such as investment performance reports, financial document summaries, or

income projections.

8. Interact with the various teams within the organization such as Research, Financial

Planning, Insurance and Operations to ensure prompt supply of information to the client.

9. Any other ad-hoc duties as directed

• Experience

  7 - 10 Years

• No. of Openings

  1

• Education

  Professional Degree

• Role

  Financial Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office