Planner Advisory

Type : Full Time Location : BANGALORE Description :

Company Name : Dilzer Consultants Pvt Ltd

Company Website : www.dilzer.net

Job Description

• Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details and understanding the product.
• Coordinating with planners on scenario analysis and case studies specific to client needs.
• Coordinating with all the providers of financial products for availability, comparison, analysis and finalizing of products.
• Contacting clients and setting up meetings, accompanying the advisory team for meetings and review.
• Review of financial plan with the advisory team.
• Risk profiling of existing and new clients and meeting them on one to one basis to understand and address their requirements.
• Client portfolio reviews and recommendations.
• Maintaining records of clients handled with review and portfolio checks.
• Understanding of markets, market updates and news affecting our industry.
• Coordination with investment advisors and client servicing teams with respect to implementation of plans where applicable and hand holding the client in questions relating to implementing the plan.
• Research on new financial planning trends and data insights linked to financial plans. Must be able to articulate the same in an article format to publish on our website.
• Aid in queries linked to clients' financial plan and investment recommendations.
• Maintenance of planning and review calendars for clients.
• Compliance for clients.
• Detailed research on multiple financial products.
• Regular meetings with asset, fund, portfolio and relationship managers to get their view on financial markets and products.
• Analysing and sharing macro views on global and local economy and financial markets.
• Sharing investment related research, articles, blogs and updates with investment advisors and teams on an ongoing basis.

Qualification & Education criteria required of the candidate : CFP Professional

Experience : 2+ years

Salary Range : 8 LPA or more

Hiring Manager Details

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Skills Required

Financial Planning, Compliance, Client Servicing, Risk Profiling