Financial Planner Graduate Jobs in Bangalore

Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.

Are you looking for a job as a Financial Planneran exciting role with great career growth and development opportunities.

Job Description:We are a 'Reference-Only' financial coaching practice managing over 160 Crores in AUM across various asset classes. Our company is looking for knowledgeable & responsible financial advisors to join our team who will be responsible for providing financial guidance to our high-net-worth clients in order to help them accomplish their financial goals & educate them about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy with a very generous un-capped incentive structure for working in the best interests of our customersYou can learn more by visiting the founder's LinkedIn profileYour Roles & Responsibilities will include:Explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients concerns.Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.Developing financial plans to help clients achieve their long-term, mid-term and short-term financial goals.Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.Completing and submitting investment-related documents, including application withdrawal forms and tax proofsPerforming day-to-day administrative tasks, such as responding to emails, calls, and escalations from clients and vendorsIdentifying common problems and escalating them to management, along with possible suggestions for improvement, wherever possible.Qualities and Skillsets we are looking for:An effective communicator with excellent written and verbal communication along with excellent interpersonal skills.Good analytical and problem-solving skills with a fine eye for details.Self-motivated and confident with a strong work ethic and ability to work independently without much supervision.

It is a field job. You will have to travel within the assigned geography to meet customers assignedto you for sales and service delivery.You will be evaluated on your ability to meet the business targets (Top line, Persistency, Productmix) by working on assigned calls.HDFC Life believes in technology driven sales and you will learn new technology/Mobilityenhancements, to comply with the Sales Management Process.As a business professional you will be uphold organizational values in every action and ensurebusiness ethics and integrity. You are expected to be compliant to regulatory and statutoryregulations

Improve the management system of the investment promotion operation department to ensure the operation of the investment promotion operation department, professional ethics and professionalism.Lead, organize and coordinate investment promotion work.Independently carry out business negotiations and negotiations, and receive authorization to sign contracts with customers on behalf of the company.Ability to conduct market research, forecasting and analysis activities.Independently plan business work, analyze market dynamics in a timely manner, and find and deal with problems in investment promotion activities.

Hiring for 2 Sales Jobs in Bangalore with minimum 2 Years Experience,Required Educational Qualification is : Other Bachelor Degree with Good knowledge in Mutual Funds Sales,Financial Planner etc.