Sr. Financial Planner/ Wealth Manager

Role & responsibilities

• Managing the organization's existing clients, including any service-related, operational or sales driven requests. Moreover, drive new business from our existing clients for various financial services.
• Monitoring and leading the entire team. Moreover, resolving internal conflicts and boosting the team's morale.
• Needs to connect with people through phone, emails, chat, screen-sharing and social media platforms in an engaging manner for their financial planning
• Acquire and retain HNI clients and achieve budgeted targets in terms of clients and AUM
• Achieve revenue in terms of income generated through various financial planning solutions
• To conduct and assist in organizing seminars and other business development activities
• Setting their team's goals and communicating them effectively.

Preferred candidate profile

• Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.
• Candidate should have a network of existing clients and corporates with a strong relationship.
• Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.
• Should have excellent team management skills.
• Certification in NISM and CFP is an added advantage.
• The candidate will be responsible to generate a lead and take it to closure by working along with
• the Operation and Sales backend team.
• Create and enforce plans that will help meet the needs of clients.
• Must be self-motivated, flexible and able to manage several jobs at one time.
• Willingness to dwell in Start-up Culture.
• Should have a laptop.

We at Ingenetus focus on employee job satisfaction with work life balance and supportive work environment at each stage of life. Benefits includes:

• Flexible working model with hybrid arrangements depending on business needs.
• Lucrative salary.
• Attractive Incentive plans.
• Insurance benefits.
• Monthly skill enhancement workshops.