Financial Planning Specialist

Conduct detailed goal-setting discussions with prospects and understand their financial

profile.

• Prepare, customise, and present Fintoos financial plans (cash flows, asset allocation, ESOP

strategy, retirement modelling, risk planning).

• Analyse existing portfolios and identify diversification, restructuring, and rebalancing

opportunities.

• Recommend investment strategies aligned with the client’s risk appetite and long-term

objectives.

• Coordinate with the Core Advisory team for deeper analysis and implementable portfolios

where required.

• Explain complex financial concepts in simple language to help clients make informed

decisions.

• Build strong rapport with prospective clients through trust-based advisory conversations.
• Handle objections, clarify queries, and guide prospects towards long-term wealth planning

solutions.

• Conduct discovery calls to understand client needs and expectations.
• Convert planning discussions into paid advisory clients through consultative selling, not

push-based selling.

• Engage with referred clients, network-driven leads, and digital inquiries.
• Proactively identify opportunities for new client relationships based on advisory gaps and

life events.

• Document all client details, planning notes, and handover information for smooth

transition to the Core Advisory team.

• Stay updated on mutual funds, equity markets, ESOP structures, global products, and tax-

efficient strategies.

• Understand RIA-compliant advisory processes and explain them confidently to prospects.