Financial Planning Advisor

Surabhi Financial Services

What are we looking for / Job Description

We are looking for Financial Advisors to join our team. If you are from a financial domain, understand the world of finance, or have an experience working for an financial services firm, or having a degree/diploma from NISM, CFP, CFA etc or have done professional courses in finance then you will love this position.

Key Responsibilities

Understand Clients’ financial needs

Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance

Give advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goals

Prepare Financial plans for clients and present them

Meeting Business Targets and Client Retention goals.

Answer clients’ questions, address concerns and resolve them as per SLAs

Regularly review clients’ portfolio and have continuous engagement

Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients

Continuous communication with clients’ to stay up to date with their financial status

Building and maintaining your client base.

Qualifications required

Bachelor’s degree in business, finance or related field.

Knowledge of Financial & Securities market and Insurance

2-3 years of experience as a Financial Advisor / Client Relationship manager or similar role

Certification Financial Domain like CFP, CFA, NISM certification will be added advantage

Proficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etc

Critical thinker and problem-solving skills

Good time-management skills

Great interpersonal and communication skills, written and spoken English is must.

Team player

• Experience

  1 - 2 Years

• No. of Openings

  2

• Role

  Financial Planning 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