Job Title

Financial Advisor

Job City

Bangalore and Mumbai

Company Profile

International Money Matters is a SEBI Registered Investment Advisor which currently has a team of 50 spread over its offices in Bangalore, Mumbai, New Delhi, Hyderabad, and Chennai servicing its client base spread across India and the globe. The services offered include wealth management, financial planning, corporate partnerships, financial education, and NRI consulting. IMMPL identifies, prioritizes, outlines, and achieves financial goals through a disciplined, personalized, and research-based approach. IMMPL has various prestigious awards under its belt and was recently awarded the winner of Outlook Money Awards 2019 in the Registered Investment Advisor category. For more information about the company visit: http://www.immpl.com/

Job Profile & Responsibilities

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:

• Identify client needs and provide them with right financial planning assistance and asset allocation with the help of our Research & Financial Planner team.
• 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.
• Build and deepen relationships with existing HNI Customers to achieve an increase in revenue.
• Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
• Implement financial planning recommendations and review clients’ accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Manage client portfolios which include products ranging from insurance, mutual funds, hedge funds, real estate, and fixed income.
• Keeping client plans up-to-date and prepare or interpret client information such as investment performance reports, financial document summaries, or income projections.
• 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.
• Any other ad-hoc duties as directed

Prefered Qualifications

Postgraduate (AFP / CFP preferred)

Desired Candidate Profile

• Attention to detail
• Good command over English both conversation and written correspondence (email etc).
• Strong customer service skills.
• A passion for meeting people, networking, and maintaining relationships
• Travel: Travel within the city is an expected feature of this job
• Team handling capabilities for Experienced advisors.
• Expert in MS Office – Word/Excel/PowerPoint.”

Additional Details

Looking for the Candidates with 5+ years of experience in Financial Advisory and Wealth Management

Salary Range

As Per Industry Standards

How to Apply

hr@immpl.com