Financial Planning Advisor

Surabhi Financial Services

1 - 2 Years
2 Openings
1.5-3.0 Lac/Yr
Mumbai
+1 Kandivali Mumbai

Key Skills

Financial Planning Microsoft Office Variance Analysis Business Planning

Apply

Job Description

What are we looking for / Job Description

We are looking for Financial Advisors to join our team. If you are from a financial domain, understand the world of finance, or have an experience working for an financial services firm, or having a degree/diploma from NISM, CFP, CFA etc or have done professional courses in finance then you will love this position.

Key Responsibilities

Understand Clients financial needs

Determine clients expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance

Give advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goals

Prepare Financial plans for clients and present them

Meeting Business Targets and Client Retention goals.

Answer clients questions, address concerns and resolve them as per SLAs

Regularly review clients portfolio and have continuous engagement

Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients

Continuous communication with clients to stay up to date with their financial status

Building and maintaining your client base.

Qualifications required

Bachelors degree in business, finance or related field.

Knowledge of Financial & Securities market and Insurance

2-3 years of experience as a Financial Advisor / Client Relationship manager or similar role

Certification Financial Domain like CFP, CFA, NISM certification will be added advantage

Proficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etc

Critical thinker and problem-solving skills

Good time-management skills

Great interpersonal and communication skills, written and spoken English is must.

Team player

Experience : 1 - 2 Years

No. of Openings : 2

Role : Financial Planning Advisor

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

About Surabhi Financial Services

We are a financial services company focused on providing Financial Freedom strategies to our customers through our variety of financial products and service offerings.

Our vision is to make our customers lead Financial Independent lives and ensure they are Risk free from any unforeseen liabilities. We want our customers to confidently pursue their financial goals.

Through our simple yet comprehensive approach, we offer customized financial plans that addresses our clients short term to long-term goals and leads them towards Financial Freedom.

Your goals are personal, with Surabhi Financial Services you will always find a personalized approach to your Financial Freedom goals. We believe that everyone has different needs and requires personalized attention and planning and thats why we exist.

Wealth Management, Investments, Insurance, Business Solutions, Loans & Business Finance & NRI Solutions are our key offerings.