Financial Advisor Job in Immpl's

Financial Advisor

Immpl's 4+ weeks ago

Chennai, Tamil Nadu
Not Disclosed
Full-time
Permanent

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Job Summary

Job Description

Will be responsible to identify and develop new opportunities to deliver advice and solutions to existing clients and acquire new Wealth Management prospects.

- Identify client needs and provide them with right financial planning assistance and asset allocation with the help of our Research & Financial Planner team.
- Recommend strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve clients financial goals.
- Implement financial planning recommendations and review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or 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 clients 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
- Qualification :Degree educated (AFP / CFP preferred)