Financial Planner

Ingenetus

Required Candidate Profile:

 Strong communication and interpersonal skills and the ability to build and maintain long-term

relationships with clients.

 Candidate should have a network of existing clients and corporates with a strong relationship.

 Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its

growth and profitability drivers.

 Certification in NISM and CFP is an added advantage.

 The candidate will be responsible to generate a lead and take it to closure by working along

with the Operation and Sales backend team.

 Create and enforce plans that will help meet the needs of clients.

 Must be self-motivated, flexible and able to manage several jobs at one time.

 Willingness to dwell in Start-up Culture.

 Should have a laptop for work.

Roles and responsibilities:

1. Existing Client Relationship Management

- Managing the existing clients of Ingenetus which includes any service-related, operational or

sales-driven requests.

- Driving New Business from our existing clients for various financial services

- Financial technical analysis of various financial options available like, Mutual Funds, Loans,

Insurance, etc.

2. New Client Acquisition

- Responsible for generating leads and conversion through either or all of the following

channels

i) Cold Calls

ii) Conducting Financial Awareness Programs

iii) Referential Calling

Other responsibilities:

- Meeting the clients and doing the initial screening

- Sales Conversion

- Managing various MIS

- Onboarding prospects from the candidate's existing network

- Utilizing Corporate networks to hold Financial Awareness Programs

- Presenting achievement through performance reviews

• Experience

  0 - 5 Years

• No. of Openings

  3

• Education

  Any Bachelor Degree

• Role

  Financial Planner

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office