This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk.

Role Dimensions

• Preparing financial analyses and financial plans for HNI/UHNI clients.
• Assisting in analysis, re-balancing, and review of investment portfolios.
• Conducting investment research (Stocks, Mutual Funds, ETF and Bond’s).
• Conduct need-analysis pertaining to insurance, mortgages, investments, and taxes.
• Providing support for processing client service needs (digital paperwork, report generation, agenda preparation)
• Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
• Train, mentor, and groom individuals on the process and make sure all the quality parameters are met by them in the longer run.

Requirements

Skill Set

• MBA (Finance).
• Well versed with investment, planning and insurance concepts.
• Proficient in MS Office suite.
• Excellent Communication skills (Oral and Written)
• 0.6-2 years of work experience in financial sector (Insurance, BFSI, Mutual fund)