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Wealth Manager / Sr. Financial Planners
Posted by Manish Hingar

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Mumbai
2 - 8 years
{{400000 / ('' == 'MONTH' ? 12 : 100000) | number}} - {{1000000 / ('' == 'MONTH' ? 12 : 100000) | number}} {{'' == 'MONTH' ? '/mo' : 'lpa'}}

Skills

Customer Acquisition
Sales
Communication Skills

Job description

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.

About Financial Hospital

You are the architect of your own destiny, not everyone is a good builder. Here at Financial Hospital we build a solid foundation for you to reach your desired destiny of financial stability through proper foundation and execution of financial goals as well as planning.

Founded

2004

Type

Products & Services

Size

6-50 employees

Stage

Bootstrapped
View company

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