HR Manager at Sapient Wealth Advisors & Brokers Pvt Ltd
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Executive - Client Servicing/Onboarding (2-6 yrs)
- Position: Client Onboarding Executive
- Total Exp: 2+ years of experience in Financial Planning
- Office Location: Nariman Point
Key Responsibilities:
- The role involves creating a financial plan after understanding the client profile.
- Develop comprehensive financial plans as per client's needs, including retirement planning, tax optimization, and cash flow management.
- Conduct regular plan reviews to adapt to changing financial circumstances or market conditions.
- Understand various investment options and provide customized Insights based on client prospects, suitability, and risk profile
- Continuous monitoring and tracking of portfolios of clients and recommend adjustments based on market trends and client objectives.
- Maintain accurate records of financial plans, client communication, and recommendations.
- Build long-term relationships to support clients in achieving their wealth management objectives.
Requirements:
- Any Relevant qualification
- CFP certification- added advantage
- Strong knowledge of financial planning, investments, and wealth management
- Excellent communication, presentation, and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
- Strong analytical and problem-solving skills
Interested candidate can share their resume on What's App: 8080755809
