Education: Postgraduate (AFP / CFP preferred) with NISM XA – XB
Industry: Personal Finance / Financial Planning.
JOB DESCRIPTION:
Responsible for providing accurate analysis for current and existing clients as well as handling all
sales administration including pricing, query handling, internal documentation and build solid
relationships with the operations team to ensure the smooth running of all client accounts.
KEY RESPONSIBILITIES INCLUDE:
Identify client needs and provide them with right financial planning assistance and asset
allocation with the help of our Research & Financial Planner team.
An advisor needs to expand existing client relationships, improve client satisfaction,
strengthen client commitment, ensure client retention and grow revenue for IMMPL Wealth
Management while acquiring new clients as well.
Build and deepen relationships with existing HNI Customers to achieve increase in revenue.
Recommend to clients strategies in cash management, insurance coverage,
investment planning, or other areas to help them achieve their financial
goals.




Implement financial planning recommendations and review clients' accounts and plans
regularly to determine whether life changes, economic changes, environmental concerns,
of financial performance indicate a need for plan reassessment.
Manage client portfolios which include products ranging from insurance,
mutual funds, hedge funds, real estate and fixed income.
Keeping client plans up-to-date and prepare or interpret for client’s information
such as investment performance reports, financial document summaries, or
income projections.
Interact with the various teams within the organization such as Research, Financial
Planning, Insurance and Operations to ensure prompt supply of information to the client.
Any other ad-hoc duties as directed

Experience

7 - 10 Years

Salary

10 Lac To 20 Lac P.A.

Industry

Financial Services / Banking, Investments / Insurance / Stock Market / Loan

Qualification

Skilled Degree

Key Skills

Financial Planning Manager Financial Planning Relationship Manager Wealth Wealth Manager Wealth Advisor

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