Job Title

AVP - Financial Planning (2 Vacancies)

Job City

Bangalore

Company Profile

Sinhasi Consultants Pvt Ltd is a Registered Investment Advisor – Registration No: INA200004177) who provides end-to-end personalized financial advisory and planning services, and distribution services.

Founded in 2005 by Ms Mimi Partha Sarathy, Sinhasi Consultants has built up an enviable client base of both individuals and Corporates in India, offering services to some of the most high profile professionals in India (more details on https://www.sinhasi.com/pages/testimonials)

Sinhasi creates customized financial plans and provides holistic advice on investments, health and life insurance and estate planning, and is seen as a personalized virtual family office by their clients.
Client is First and will always be first’’ – is a clear mantra at Sinhasi and Sinhasi ONLY works in the best interest of the client.

Sinhasi aims to be the PREFERRED financial advisor and custodian to many professionals who seek expert partners to protect and grow their wealth for them.

“Our AIM is to build the most enriching and trusting individual relationships where our clients feel certain and secure, and ‘ on top of their game’ as we grow their wealth in a simple, disciplined, and holistic manner”.

Job Profile & Responsibilities

• Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details, and understanding the product.
• Coordinating with junior planners on scenario analysis and case studies specific to client needs.
• Coordinating with all the service providers of financial products for availability, comparison, analysis, and finalizing of products.
• Contacting clients and setting up meetings, accompanying the advisory team for meetings and review.
• Review of the financial plan with the advisory team.
• Risk profiling of existing and new clients and meeting them on one to one basis to understand and address their requirements.
• Client portfolio reviews and recommendations.
• Overseeing and Maintaining records of clients handled with review and portfolio checks.
• Understanding of markets, market updates, and news affecting our industry.
• Coordination with investment advisors and client servicing teams with respect to the implementation of plans where applicable and hand holding the client in 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.
• Sound understanding of investment products across asset classes.
• Sound understanding of Wealth Management and asset allocation concepts
• 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 the asset, fund, portfolio, and relationship managers to get their view on financial markets and products.
• Analyzing and sharing macro views on the global and local economy and financial markets. Sharing investment-related research, articles, blogs, and updates with investment advisors and teams on an ongoing basis.

Prefered Qualifications

CFP/ NISM X-A/ X-B / PG Degree in Finance — 3 to 5 years of Experience

Desired Candidate Profile

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Additional Details

• Must have very good English written and oral skills.
• Must have advanced Excel skills and PowerPoint Skills.
• Must have an excellent track record, people who’ve worked for professional corporations.

Salary Range

Depends on the experience and ‘fit’ for the role. There is no real upper limit on salary for the right experience.

How to Apply

contactus@sinhasi.com