Financial Planner - Delhi, Delhi, India - Bz Consultant

Bz Consultant

Verified Company

Delhi, Delhi, India

1 week ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Profile -Financial Planner
Location - Delhi

Salary

3 to 6 LPA

Exp - 6 months to 2 years

Required Skills:
Financial Sales,Financial Analysis,Financial Modeling,Relationship Management

Strong communication and interpersonal skills and the ability to build and maintain longterm relationships with clients.
Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.
Certification in NISM and CFP is an added advantage.
Create and enforce financial goal plans that will help meet the needs of clients.
Must be selfmotivated, flexible and able to manage several jobs at one time.
Willingness to dwell in Startup Culture.
Should have a laptop for work.

Roles and responsibilities:

Existing Client Relationship Management
Managing the existing clients of Company which includes any servicerelated, operational or salesdriven requests.
Driving New Business from our existing clients for various financial services
Financial technical analysis of various financial options available like Mutual Funds, Loans, Insurance, Estate Planning, Taxation Planning, etc.

Additional responsibilities:

Meeting the clients and doing the initial screening of the client's portfolio
Crossselling of various financial instruments to the clients depending upon their needs
Managing various MIS
Utilizing Corporate networks to hold Financial Awareness Programs

Job Types:
Full-time, Fresher

Salary:
₹300, ₹600,000.00 per year

Schedule:

Day shift

Experience:

- total work: 1 year (preferred)

License/Certification:
- knowledge of the Mutual Fund Industry and Capital Market (preferred)

Certification in NISM and CFP (preferred)

- knowledge about Financial Sales/Analysis, & F. Modeling (preferred)
- skills related to relationship management (preferred)

Work Location:
In person