Financial Advisor

dynamic, motivated, and client-focused Financial Advisor/ Wealth Manager

The ideal candidate is highly organized, detail-oriented, and capable of managing multiple priorities while maintaining strong relationships with clients and internal teams. Excellent communication skills and the ability to work independently as well as collaboratively are essential.

Job Definition

accurate financial analysis

Location: Mumbai, Bangalore, Delhi,Hyderabad

Key Responsibilities

• Understand client needs and provide tailored

  financial planning guidance

  , including asset allocation recommendations, with support from the Research & Financial Planning teams.
• Expand and nurture existing client relationships, improve client satisfaction, strengthen client commitment, ensure retention, and drive revenue growth while acquiring new clients.
• Build and deepen relationships with

  HNI clients

  to identify opportunities for increased engagement and revenue.
• Advise clients on strategies for

  cash management, insurance, investments

  , and other financial goals.
• Implement financial planning recommendations and

  regularly review client portfolios

  to adjust for life changes, economic shifts, or performance updates.
• Manage

  diverse client portfolios

  including insurance, mutual funds, hedge funds, real estate, and fixed income instruments.
• Keep client plans up-to-date and prepare reports such as

  investment performance summaries, financial document interpretations, and income projections

  .
• Collaborate with

  Research, Financial Planning, Insurance, and Operations teams

  to ensure timely information flow to clients.
• Perform other ad-hoc duties as required.

Applicant Requirements

• Experience:

  36 years in Investment Advisory, Financial Advisory, or Fund Management within financial services.

• Education:

  Degree preferred; AFP/CFP certification advantageous for freshers.
• Exceptional

  attention to detail

  and analytical skills.
• Strong

  written and verbal communication skills

  in English.
• Excellent

  customer service and relationship-building skills

  .
• Passion for networking, meeting clients, and maintaining long-term relationships.

• Mobility:

  Willingness to travel within the city.

• Leadership:

  Experience in team handling is a plus for senior advisors.

Why Join IMMPL Wealth Management

• Work in a

  supportive and collaborative environment

  .
• Opportunity to

  expand your client base

  and enhance professional growth.
• Exposure to a

  wide range of financial products and services

  .

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