Senior Financial Planner

Role Description

This is a full-time, on-site role for a Senior Financial Planner, based in Kochi.

The Senior Financial Planner will be responsible for providing comprehensive financial planning services, including:

• Personal financial planning
• Investment strategy formulation
• Retirement planning
• Insurance advisory (life, health, general)
• Mutual fund, ULIP, and bond portfolio management

Day-to-day responsibilities include

• Meeting clients to assess their financial needs and goals
• Developing personalised financial plans based on their life stages and risk profiles
• Managing and reviewing client portfolios periodically
• Advising clients on suitable financial products including mutual funds, securities, ULIPs, bonds, and insurance
• Staying updated on market trends, product developments, and compliance regulations
• Maintaining valid financial certifications and licenses

Key Responsibilities

• Offer tailored advisory across a wide product range:

• Mutual Funds

  ,

  Securities

  ,

  ULIPs

  ,

  Bonds

  , and

  Insurance

• Conduct financial needs analysis for each client and recommend appropriate products
• Build long-term client relationships through trust and consistent service
• Ensure compliance with regulatory guidelines and ethical standards
• Meet business and revenue targets through consultative and needs-based selling

Qualifications

• Proven experience in

  financial planning

  ,

  mutual fund advisory

  , and

  insurance sales

• Certified Financial Planner (CFP)

  certification preferred
• IRDA license for life/general insurance is a plus
• Proficiency in finance, investment products, and retirement planning
• Excellent

  communication

  ,

  interpersonal

  , and

  analytical

  skills
• Ability to work independently and manage client relationships
• Experience in healthcare-related financial advisory is an advantage
• Bachelor’s degree in

  Finance

  ,

  Economics

  ,

  Accounting

  , or a related field