Senior Financial Advisor

Role Overview: As a Financial Advisor at FINTOO, you will play a crucial role in providing personalized financial advice and guidance to clients. Your deep understanding of financial markets and financial planning theories will be essential in developing investment strategies, asset allocation, and debt restructuring to help clients achieve their financial goals. Key Responsibilities: - Develop and maintain strong relationships with clients, understanding their unique financial needs and goals. - Provide personalized advisory services, including ESOP diversification, investment recommendations, and tax-efficient planning. - Create, review, and optimize financial plans tailored to each client's profile. - Analyze client portfolios and recommend rebalancing strategies to maximize returns and minimize risks. - Stay updated on market trends, economic factors, and financial products to provide informed and timely advice. - Understand and recommend products, including mutual funds, stocks, bonds, and alternative investments, based on client profiles and risk tolerance. - Work towards achieving individual and team business targets. - Identify potential high-net-worth clients and support growth initiatives within the firm. - Ensure all client interactions, transactions, and recommendations comply with regulatory standards. - Maintain detailed and accurate client records, updating portfolios and capturing key decision points. Qualifications Required: - MBA/Postgraduation - CFP/CWM or NISM XA / XB - Minimum 2 years of experience in the Financial Services Industry (Note: No additional details of the company were present in the provided job description, and hence, this section is omitted.),