Financial Planner

Role Overview: As a financial planner at the fast-growing personal investment company, your primary responsibility will be interacting with clients, planning their investments, reviewing portfolios regularly, and managing other operational requirements. Your role plays a crucial part in managing the day-to-day operations of the firm, ensuring smooth workflow, and maintaining high-quality service standards. Key Responsibilities: - Operations Management: - Oversee and manage the daily operations, including client onboarding and account maintenance. - Develop and implement efficient procedures and workflows to streamline operational processes. - Client Service: - Provide exceptional client service by addressing inquiries and issues promptly and professionally. - Act as a trusted advisor to clients, understanding their investment objectives, and providing suitable recommendations. - Develop personalized investment strategies for clients. - Manage client reporting and communication, ensuring accurate and timely delivery of information. Qualifications Required: - NISM-Series-V-A: Mutual Fund Distributors Certification Examination qualified. - Bachelor's degree in Finance, Business Administration, or a related field. - Proven experience in operations management within the financial services industry (preferred but not necessary).,