Executive - Client Servicing/Onboarding (2-6 yrs)

- Position: Client Onboarding Executive

- Total Exp: 2+ years of experience in Financial Planning

- Office Location: Nariman Point

Key Responsibilities:

- The role involves creating a financial plan after understanding the client profile.

- Develop comprehensive financial plans as per client's needs, including retirement planning, tax optimization, and cash flow management.

- Conduct regular plan reviews to adapt to changing financial circumstances or market conditions.

- Understand various investment options and provide customized Insights based on client prospects, suitability, and risk profile

- Continuous monitoring and tracking of portfolios of clients and recommend adjustments based on market trends and client objectives.

- Maintain accurate records of financial plans, client communication, and recommendations.

- Build long-term relationships to support clients in achieving their wealth management objectives.

Requirements:

- Any Relevant qualification

- CFP certification- added advantage

- Strong knowledge of financial planning, investments, and wealth management

- Excellent communication, presentation, and interpersonal skills

- Ability to work in a fast-paced environment and meet deadlines

- Strong analytical and problem-solving skills

Interested candidate can share their resume on What's App: 8080755809