Investment Advisor Para planner

Job Description

• Assist financial advisors in preparing comprehensive financial plans < LI>
• Gather and organize client financial data income, expenses, assets, liabilities, ls < LI>
• Prepare cash flow statements, net worth statements, and l based plans < LI>
• Generate and review financial planning reports and presentations < LI>
• Assist in portfolio re balancing, SIP tracking, and performance reviews < LI>
• Review existing portfolios and provide expert recommendations for better financial outcomes < LI>
• Attending client meetings to drive business growth through both cross selling and up selling our services < LI>
• Present research reports, mutual fund updates, and life and health insurance services < LI>
• Maintain strong client relationships through regular follow ups and service calls < LI>
• Assist in on boarding new clients and documentation < LI>
• Conduct research on financial markets, investment products, tax rules, and SEBI circulars impacting advisory < LI>
• Collaborate with internal teams, including research and advisory, to develop well rounded financial strategies < LI>
• Act as the primary point of contact, ensuring top tier service and client satisfaction < LI>
• Address client concerns, gather feedback, and identify new opportunities to enhance services < LI>
• Maintain client data in CRM systems < LI>
• Track service tickets, turnaround time, and resolution status < LI>
• Ensure all advisory processes follow SEBI Investment Advisers Regulations, 2013, and amendments < LI>
• Assist in risk profiling and ensure that recommendations are strictly aligned with client risk scores < LI>
• Qualification & Skills < LI>
• Strong relationship management and client servicing skills < LI>
• Excellent communication and presentation abilities < LI>
• Analytical mindset to assess client needs, analyze market trends, and offer strategic financial solutions < LI>
• Ability to thrive in a fast paced environment, manage multiple priorities, and achieve targets < LI>
• Years Of Experience < LI>
• CFP with minimum 2 3 years of relevant experience preferred < LI>
• Benefits On Being a Part Of Finnovate < LI>
• Health Insurance Coverage including options for dependents < LI>
• Paid Time off Vacation days and holidays, allowing employees to take time off while still receiving pay < LI>
• Parental Leave Paid time off for new parents, including maternity, paternity, and adoption leave < LI>
• Professional Development Opportunities for training, workshops, conferences to support employees' career growth < LI>
• Recognition and Incentives Performance based variable pay or recognition programs to reward employees for their contributions < LI>
• Com y Events and Celebrations Com y outings, teambuilding activities for bonding between team members < LI>
• Employee Recognition Programs Awards, incentives, or bonuses for outstanding performance or tenure < LI>
• Employee Referral Programs Bonuses or incentives for referring qualified candidates who are hired by the com y < LI>
• How to join our DreamTeam < LI>
• Apply with a copy of your resume < LI>
• Assessment Test < LI>
• HR round to know you better < LI>
• Round with the respective location head < LI>
• Final managerial round < LI>
• Working Days < LI>
• Monday to Saturday < LI>
• 2nd & 4th Sats are off < LI> < UL>
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