Sr Financial Planners/Wealth Manager – Key Skills Candidate must have hands on experience and knowledge of financial advisory and wealth management (Minimum 2 years). Should have thorough knowledge of equity markets, debt market, economy outlook and various wealth products. Should possess excellent communication and interpersonal skills. Should have analytical approach to advice clients. Should be tech savvy to use tools for related functionalities. Should possess exceptional organizational skills. Job Description - Acquisition of elite class, UHNI customers via seminars, webinars and corporate tie-ups. Research and analysis on current portfolios and prepare review strategy and plan for existing clients. Analysis and create indepth Financial Plan and cash flows on the basis of client’s goals, risk appetite, time horizon etc. and increase Financial planning penetration in existing as well as new clients. Manage business budgets, client acquisition and customer satisfaction. Provide consultancy relating to Financial Planning, Tax Planning, Retirement Planning, and Investment Planning, Estate Planning and other incidental and allied services.
Develops and documents test plans and test cases for newly developed features Develops test tools and automation for in user testing and directs a test team during test execution, and reports results to development engineers and leaders
Job Responsibilities: Responsible for providing assistance to end-users who’re using our products (Online Platform) Catering to queries related to platform Taking care of users Onboarding process Skill Set Required: Good communication skills Good Technical Skill (for using online platform) Graduate Good analytical and problem solving skills Good interpersonal and customer care skills
We are looking for academic writers who are qualified in finance niche. No undergraduate should apply on this job post. You’ll be writing on different subjects like Investment, Retirement, Tax, Mutual funds, and more about Finance. Your duties will be to provide us 1. Fact-filled Content 2. Content should have engaging and active tone 3. Content should be of 700+ words 4. Content should be 100% unique (CS will be checked)