Financial Planner
- Type:
- Full Time
- Location:
- Delhi / Mumbai
- Description:
-
Company Name : Motilal Oswal Private Wealth
Company Website : https://www.motilaloswalgroup.com/
Qualification & Education Criteria required : Graduation + CFP completed or in last year pursuing. Open to can look at candidates with experience in portfolio management.
Job Description:
- Understand requirements from sales team, and prepare financial plans, portfolio reviews, investment proposals in line with requirements (risk profile, investment horizon, return expectations etc.)
- Comprehensive understanding of investment products and solutions offered to investors (Mutual Funds, PMS, AIFs, Structured Products etc.)
- Showcase investment insights in deciphering information better to investors
- Assist sales team in client meetings, if required
- Proactively engage with sales team for product and advisory calls from time to time
- Advanced excel skills is a pre-requisite & Power point skills
Job Purpose : Responsible for preparing Portfolio Reviews and Investment Proposals for HNIs Portfolios for prospects & existing clients. Responsible for coordinating with RMs and Investment Counsellor’s for handling relationships with assigned clients
Key Deliverables :
- Managing client portfolios and advising them on actionable based on portfolio allocation, market situation, etc. with focus on clients’ risk profile.
- Preparing presentations for client meetings based on market data, in order to arrive at investment/divestment rationale.
- Preparing cash flows / financial plans.
Role Requirements :
- Educational Qualifications: Post-graduation with CFP.
- Preferred to have completed NISM certifications Investment Advisor X-A / X – B and Series V-A. (Not compulsory)
- Experience: 2-3 years
- Domain Knowledge: MFs / PMS / AIFs / Taxation of Investment products
- Other Skills: Proficient in preparing presentation, excel and communication skills
- Tech / IT background: Likely knowledge on IT is appreciated but not compulsory
Salary range : upto 6 - 8 lakhs only (Salary can be discussed basis candidates overall experience)
- Hiring Manager Details:
-
Vidhisha Umrakia
2271934224