Para-Planner / Financial Advisor

ConfidentialAhmedabad, India

8 days ago

Job description

Job Description

Key Responsibilities :

Understand client needs and present customized financial solutions that align with their goals.
Maintain and strengthen relationships with clients even after onboarding.
Review existing portfolios and provide expert recommendations for better financial outcomes.
Present research reports, mutual fund updates, and life and health insurance services.
Collaborate with internal teams, including research and advisory, to develop well-rounded financial strategies.
Act as the primary point of contact and positively engage with the client to ensure top-tier service and client satisfaction.
Address client concerns, gather feedback and identify new opportunities to enhance services.

Skills & Qualifications

Bachelor's degree in Commerce, Marketing, or a related field (MBA in Finance or Marketing preferred).

Should have a CFP certification (preferred) or be working towards it

Strong relationship management and client servicing skills.

Excellent communication and presentation abilities.

Analytical mindset to assess client needs, analyze market trends and offer strategic financial solutions.

Ability to thrive in a fast-paced environment, manage multiple priorities, and achieve targets.

Preference would be given to candidates with 2-3 years of relevant experience but freshers with a passion for financial services are also welcome to apply

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Skills Required

Mba In Finance

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