Company Description International Money Matters Pvt Ltd is a Registered Investment Advisor and SEBI registered Financial Planning company guided by Mr. Lovaii Navlakhi, the first Certified Financial Planner from the APAC region. Established in November 2001, IMMPL is dedicated to helping clients achieve their financial objectives through services such as Finance Planning, Investment Planning, Cross-border Taxation Services, and more. The company operates with a mission to remain Ethical, Sincere, and Client-Centric, serving over 500 families from India and abroad. Role Description Backend operations like documentation, processing of forms, and maintaining client data for Mutual Funds, PMS, Fixed Income and other Products 2. Handling Advisor and Client queries 3. Establishing better and effective relationships with Advisors and Clients. Desired Skill Sets Excellent in MS- Office 5. Understands Wealth Management Back Office 6. Basic understanding of products like MF, PMS, AIF, Equity, Bonds etc. 7. Good Analytical Skills 8. Attention to detailing 9. Problem Solving Skills 10. Proactive Location This opening is for Delhi location. Show more Show less
We are looking for a dynamic, motivated, and client-focused Financial Advisor/ Wealth Manager to join our team at IMMPL Wealth Management. This role offers exposure to all aspects of sales, client relationship management, and financial planning, providing an opportunity to grow both professionally and personally in a fast-paced environment. 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 The Financial Advisor/ Wealth Manager will be responsible for providing accurate financial analysis , managing client accounts, handling sales administration, and building strong relationships across teams to ensure seamless client experiences. 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 . The application can be directed to [HIDDEN TEXT]