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