Head Planning

Full Time
Company: Dilzer Consultants Pvt Ltd
No. of Position: ONE
Qualification: CFP/ NISM XA/ XB with PG Degree in Finance
Experience: 2 -5+ years
Salary Expectation: In line with industry
Job Description:
  • 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 para planners on scenario analysis and case studies specific to client needs.
  • Coordinating with all the 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 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.
  • 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 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.
  • Aid in queries linked to clients’ financial plan 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 and relationship managers to get their view on financial markets and products.
  • Analysing and sharing macro views on global and local economy and financial markets. Sharing investment related research, articles, blogs and updates with investment advisors and teams on an ongoing basis.
About the Company:
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 for 20+ years.
Website https: https://www.dilzer.net/careers/planner-advisory
Hiring Manager Details:

Dilshad Billimoria

[email protected]