Planner Advisory

Type:
Full Time
Location:
BANGALORE
Description:

Company Profile: Dilzer Consultants Pvt Ltd

Company Website: www.dilzer.net

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 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.
  • Qualification & Education criteria required of the candidate: All CFP examinations cleared

    Salary Range: INR 500000- 650000

    Experience : 0 to 1 years

    Share your resume with email subject line – “Ref” FPSB India”

    Hiring Manager Details:

    [email protected]