Personal Financial Advisor

Company Description Best in Class Financial Advisory Firm based out of Gurgaon Role Description This is a full-time on-site role for a Personal Financial Advisor located in Hyderabad. The Personal Financial Advisor will be responsible for financial planning, personal finance management, retirement planning, and providing financial services to clients on a daily basis. Job Requirement Financial Planning and Personal Finance skills Experience in Finance and Retirement Planning Knowledge of Financial Services Ability to analyze and interpret financial data Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details and understanding the product. Coordinating with all the providers of financial products for availability, comparison, analysis and finalizing of products. Contacting clients and setting up meetings, accompanying the advisory team for meetings and review. Risk profiling of existing and new clients and meeting them on one to one basis to understand and address their requirements. Client portfolio reviews and recommendations. Maintaining records of clients handled with review and portfolio checks. Understanding of markets, market updates and news affecting our industry. Coordination with investment advisors and client servicing teams with respect to implementation of plans where applicable and hand holding the client in questions relating to implementing the plan. Research on new financial planning trends and data insights linked to financial plans. Must be able to articulate the same in an article format to publish on our website. Aid in queries linked to clients’ financial plan and investment recommendations. Maintenance of planning and review calendars for clients. Compliance for clients. Detailed research on multiple financial products. Regular meetings with asset, fund, portfolio and relationship managers to get their view on financial markets and products. Qualification / Experience: Post Graduate with experience of 1-3 years in the field of Financial Planning, Portfolio management CFP / NISM XA XB In-depth Knowledge of all products (Insurance – health/ life/ general, mutual funds, bonds, PPF etc.). Good working knowledge of Excel (financial formulas and functions), Word and PPT. Skills Required: Honesty, integrity, hard work and pleasant personality. Analytical ability and number crunching. Willingness to coordinate amongst multiple teams. Willingness to meet asset managers and product manufacturers to get views on financial markets and products, at office and beyond as and when events and opportunities arise. Good communication skills, both oral and written. Ability to remain constantly updated on financial markets and macroeconomics Comfortable with quick turnarounds and deadlines. Show more Show less