Financial Planner – International ClientsJob Summary

We are looking for an experienced and motivated Financial Planner with a minimum of 2 years of experience in financial planning and financial product sales.

This position is exclusively focused on clients outside India. The candidate will work with international clients and will not be responsible for domestic Indian clients.

The ideal candidate should have strong knowledge of financial planning and financial products, excellent communication skills, and the ability to understand the financial needs of clients from international markets. The candidate will be responsible for developing client relationships, understanding financial goals, preparing financial plans, and supporting the sales of relevant financial products.

Key Responsibilities

- Work exclusively with international clients based outside India.
- Understand clients’ financial goals, requirements, risk profiles, and investment objectives.
- Prepare and present customized financial plans based on client needs.
- Advise clients on appropriate financial products and investment strategies within the relevant market and applicable requirements.
- Generate and follow up with international leads and convert prospects into clients.
- Promote and sell relevant financial products and financial planning solutions.
- Build and maintain strong, long-term relationships with international clients.
- Conduct regular client reviews and identify additional financial planning opportunities.
- Explain product features, benefits, risks, charges, and terms clearly to clients.




- Conduct client meetings and consultations through phone, video calls, email, and other communication channels.
- Achieve monthly and quarterly sales and revenue targets.
- Maintain accurate records of client interactions, sales activities, and financial plans.
- Coordinate with internal teams to ensure smooth client onboarding, documentation, and servicing.
- Stay updated on financial products, market developments, and relevant regulations applicable to the markets being served.
- Ensure all recommendations and client interactions comply with applicable company policies and regulatory requirements.

Requirements

- Minimum 2 years of experience in financial planning, wealth management, investment advisory, insurance, banking, or financial product sales.
- Experience working with international/overseas clients is strongly preferred.
- Proven track record in financial product sales and achieving sales targets.
- Strong understanding of financial planning and investment concepts.
- Knowledge of financial products such as investments, insurance, retirement planning, wealth-management products, and related solutions.
- Excellent spoken and written English communication skills.
- Strong client-handling, presentation, negotiation,



and relationship-management skills.
- Ability to understand the financial requirements of clients from different countries and backgrounds.
- Strong lead-generation, follow-up, and conversion skills.
- Comfortable conducting client meetings through phone and video conferencing.
- Good analytical and problem-solving abilities.
- Ability to work according to international time zones, including evening/night shifts when required.

Important

This is an international-client-facing role. Candidates will be dealing exclusively with clients outside India. Experience in handling overseas clients, international financial products, or international financial planning will be an added advantage.

Preferred Qualifications

- Bachelor’s degree in Finance, Business, Economics, Commerce, or a related field.
- Relevant financial planning, investment, insurance, or financial-services certifications are an advantage.

Key Performance Indicators (KPIs)

- International client acquisition
- Financial product sales
- Lead-to-client conversion rate
- Achievement of monthly/quarterly sales targets
- Revenue generated from international clients
- Client retention and relationship management
- Client satisfaction and service quality

Compensation & Benefits

- Competitive salary
- Performance-based incentives
- International client exposure
- Career growth opportunities
- Training and professional development
- Performance-driven work workplace

Pay: ₹25,000.00 - ₹35,000.00 per month

Work Location: In person

📌 Financial Planning Manager (Nashik)
🏢 Drishti Services
📍 Nashik