Job Title

Planner Advisory - Relationship Manager

Job City

Bangalore

Company Profile

“WINNER_ SNBC TV18 and UTI Best Financial Advisor National Level (Woman) 2018 and 2019. SEBI Registered, ISO Certified, Bangalore-based Reputed financial advisory and investment management company managing portfolios and financial plans for HNIs. We have been in the industry for20+ years.

Job Profile & Responsibilities

• Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to detail,
• Product understanding in mutual funds, insurance, equity, ETFs, PMS, AIF, International Funds and Asset Allocation.
• Coordinating with planners on scenario analysis and case studies specific to client needs.
• Coordinating with all the providers of financial products for the availability of a product, compare analyze and finalizing of products on various parameters.
• Plan Presentation and Discussion with good communication skills and analytics.
• Review of the financial plan with the Advisory team.
• Risk Profiling of Existing & New Clients and meeting clients on one to one basis to understand and address their requirements.
• Client Portfolio Reviews and Recommendations.
• Maintaining records of clients handled with Review and portfolio checks.
• Understanding of markets. Market Updates and News affecting our Industry.
• Coordination with an investment advisor and client servicing teams with respect to implementation of plan where applicable and hand holding the client in the questions relating to implementing the plan.
• Research on new financial planning trends and data insights linked to financial plans. Must be able to articulate the same in an Article format to publish on our website.
• Aid in queries linked to clients financial plans and investment recommendations
• Maintenance of planning and review calendars for clients.
• Compliance for clients.
• Detailed research on multiple financial products
• Regular meetings with Asset/Fund/Portfolio Managers and Relationship Managers to get their view on financial markets and financial products
• Analyzing and sharing macro views on the global and local economy, and local and global financial markets
• Sharing research/investment, articles, blogs, updates with investment advisors and with teams on an ongoing basis

 

Prefered Qualifications

CFP / NISM XA/NISM XB with 2-3 years experience.

Desired Candidate Profile

• Analytical ability and number crunching.
• Comfortable with meeting and interacting with people
• Willingness to coordinate amongst multiple teams
• Willingness to meet asset managers/product manufacturers to get views on financial markets and financial products, inside and outside the office as and when events/opportunities arise.
• Good communication skills – oral and written
• Ability to remain constantly updated on financial markets and macroeconomics.
• Comfortable with quick turnarounds and deadlines

Additional Details

Pl send a mail to careers@dilzer.net or use the link https://www.dilzer.net/careers/planner-advisory with the Subject Ref: Network FP Job Application for Post of Planner Advisory.

Salary Range

In line with Industry for Experience and Certifications with variable pay options.

How to Apply