Founder & CEO at Finolutions Wealthcare LLP
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Finolutions - Financial Planner - Wealth Management Business (1-3 yrs)
Looking at Financial Planner (CFP Certification from FPSB is Mandatory) for Sales Support function.
- Good Communication Skills
- Excellent proficiency in MS-Excel and MS-Powerpoint
- Knowledge on investment products beyond Mutual Fund will be added advantage
- High Growth Potential
- The relationship manager will be responsible for acquiring preferred clients (HNI/Ultra HNI).
Investment Advisory: Advising clients on various investment ideas based on the suitability of their risk profile, return expectation, asset allocation, liquidity needs etc. viz. Private Equity Funds, Portfolio Management Services, Structured Products, Bonds, Mutual funds (Equity and Debt), Stock Broking, Offshore Investments, Commodities, Currency Derivatives, etc.
- Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are in line with the client's expectations and risk profile.
- Maintaining client relationships and generate AUM from preferred clients.
- Advising clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To conduct and assist in organizing seminars, workshops and other business development activities.
- Applications invited only from Mumbai residents.
For company details, please visit www.finolutions.co.in
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