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Para Planner / Senior Para Planner

2 years

0 Lacs

mumbai maharashtra india

Posted:1 day ago| Platform: Linkedin logo

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Skills Required

onboarding data presentation portfolio coordination planning software risk profiling reporting integration research maintenance macro content finance analysis

Work Mode

On-site

Job Type

Full Time

Job Description

Job OpeningPara Planner / Senior Para Planner

Company

Plan Ahead Wealth Advisors Pvt. Ltd.

Description

  • Coordinating new client onboarding process with back office team
  • Data gathering and Financial plan creation within agreed TAT
  • Presentation of draft and final plans
  • Portfolio reviews and recommendations as per process checklists
  • Presentation of portfolio reviews and investment recommendations/exits to clients
  • Coordination with Wealth Managers/Senior Advisors and back office team for implementation of advice
  • Aid in queries linked to clients financial plan and/or portfolio recommendations
  • Financial planning software, risk profiling software housekeeping and portfolio reporting software integration with client reports
  • Research software integration for client reports
  • Maintenance of planning and review calendars
  • Keeping updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation,Planning Trends, Alternate Investments, Macro Economy, Global events)
  • Providing clients with information on new and existing products and schemes in coordination with Wealth Manager/Senior Advisors
  • Sharing the macro views on global/ local economy, and local /global financial markets with clients during meetings
  • Sharing research/investment updates with clients on an ongoing basis during meetings
  • Website content and social media content maintenance with planner insights
PositionPara Planner / Senior Para Planner

Qualifications

Post graduation - Finance, M Com.

Experience

2+ years in portfolio planning/advice/portfolio analysis / in the mutual fund industry / multi-product experience/analysis experience necessaryAdditional InformationInterested candidates please mail across your resume on hr@planahead.inNo. of Vacancies6RemunerationAs per industry standardsLocationAndheri - Mumbai, Bengaluru, Pune and GurugramWebsitehttps://planahead.in/

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