Mandatory Skills/Required
5+ Years of Experience in Advisory is Must
Description
Education: Postgraduate (AFP / CFP preferred) with NISM XA – XB
Industry: Personal Finance / Financial Planning.
JOB DESCRIPTION:
Responsible for providing accurate analysis for new and existing clients as well as handling all
sales administration including pricing, query handling, internal documentation and build strong relationships with the operations team to ensure the smooth running of all client accounts.
KEY RESPONSIBILITIES INCLUDE:
1. Identify client needs and provide them with right financial planning assistance and asset
allocation with the help of our Research & Financial Planner team.
2. An advisor needs to expand existing client relationships, improve client satisfaction,
strengthen client commitment, ensure client retention and grow revenue for IMMPL Wealth
Management while acquiring new clients as well.
3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.
4. Recommend to clients strategies in cash management, insurance coverage,
investment planning, or other areas to help them achieve their financial
goals.
5. Implement financial planning recommendations and review clients' accounts and plans
regularly to determine whether life changes, economic changes, environmental concerns,
of financial performance indicate a need for plan reassessment.
6. Manage client portfolios which include products ranging from insurance,
mutualfunds, hedge funds, real estate and fixed income.
7. Keeping client plans up-to-date and prepare or interpret for client’s information
such as investment performance reports, financial document summaries, or
incomeprojections.
8. 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.
9. Any other ad-hoc duties as directed
APPLICANT REQUIREMENTS:
1. Comprehensive understanding of finance and financial terms.
2. A passion for meeting people, networking and maintaining relationships.
3. Strong conversational and communication skills
4. Display empathy (customer service should come naturally) and listening skills.
5. Ability to convincingly put across ideas, both orally and in writing
6. Detailed understanding of MS Office – Excel, Power point and Word
7. Attention to detail.
8. Travel within the city and sometimes outside.
About the Company
Since our inception in 2001, we have touched countless lives in ways you’d never expect from a financial services firm. Our secret lies in our three core values – Honesty, Competence, and Relationships.
We are not here to help you make a quick buck, we’re here to enable you to become financially secure enough to be able to do the things you love and the things that really matter.
Every relationship is built on trust. As transparent as we are with our clients, we expect the same from their end, so that we can dive deep into the situation and find the hidden treasures that make life worth living.
