Roles and Responsibilities

- Manage client portfolios through regular tracking and reporting.

- Conduct research on various products including AIFs, PMS & Mutual Funds as well as any research that can support decision making regarding investments.

- Develop strong relationships with clients through high quality communication and exceptional service delivery.

- Ensure seamless execution of transactions and maintenance of client records.

- Stay updated with market trends and regulatory changes to provide informed guidance to clients.

Desired Candidate Profile

Qualifications

- CFP certification (completed or pursuing, as per requirement).
- Bachelor's degree in Finance, Commerce, Economics, Business, or a related field.
- 25 years of experience in wealth management, financial planning, banking, or financial services.




- Strong understanding of mutual funds, PMS, AIFs, equities, fixed income, insurance, and financial planning concepts.
- Proficiency in Microsoft Excel and CRM/back-office systems.

Skills

- Excellent communication and interpersonal skills.
- Strong client servicing and relationship management abilities.
- High attention to detail and organizational skills.
- Ability to manage multiple client requests efficiently.
- Analytical mindset with a customer-first approach.
- Ability to work collaboratively in a team environment.
- 2-5 years of experience in wealth management or related field.
- Solid understanding of accountancy principles and practices.

📌 Financial Planning Executive (Telangana)
🏢 Millennium Finance
📍 Telangana