Financial Advisor Job in Immpl's

Financial Advisor

Immpl's 4+ weeks ago

Mumbai, Maharashtra
Not Disclosed
Full-time
Permanent

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Job Summary Job DescriptionWill 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)

Experience Required :

7 to 14 Years

Vacancy :

2 - 4 Hires