Financial Planner7 min read

Job Title

Financial Planner

Job Location – Delhi

Financial Planner

What are we looking for?

Role Description

This is a full-time on-site role for a Financial Planner at Ingenetus. As a Financial Planner, you will be responsible for providing personalized financial planning services for clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax experts to develop unique financial plans tailored to each client’s needs and goals.

Required Candidate Profile:
• Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. • Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.
• Create and enforce financial goal plans that will help meet the needs of clients.
• Must be self-motivated, flexible and able to manage several jobs at one time.
• Willingness to dwell in a boutique Financial Solutions Company.
• Should have a laptop
• CWM certification is an added advantage.

Roles and responsibilities:

1. Existing Client Relationship Management-
• Managing existing client’s investment portfolios
• Reviewing portfolios and making changes when required.
• Driving New Business from our existing clients for various financial services – Financial and technical analysis of various financial options available like Mutual Funds, Stocks, Loans, Insurance(Only General and Term Insurances), Estate Planning, Taxation Planning
• Goal Based Planning and mapping of investments

2. New Client Relationship Management-
• Responsible for financial planning, and financial analysis of new clients and are responsible for acquiring new clients from the following channels.
• Conducting Financial Awareness Programs
• Referential Leads from existing clients
• Social Media Leads
• Leads Generated by the internal acquisition team of the company
• Leads generated from other sources
• Additional Information:
• Responsible for meeting both new and existing clients either physically or virtually(As Required) on a periodic basis for having portfolio discussions, discussions about the markets and advising on products offered by the company and cross selling the products as per the requirement of the client.

PLEASE NOTE: – THIS IS A SALES PROFILE AND THE KRA’S ARE ALL LINKED TO THE REVENUE GENERATED FOR THE COMPANY.

Additional responsibilities: –

• Meeting the clients and doing the initial screening of the client’s portfolio
• Cross-selling of various financial instruments to the clients depending upon their needs
• Managing various MIS
• Onboarding prospects from the candidate’s existing network
• Utilizing Corporate networks to hold Financial Awareness Programs
• Presenting achievement through performance reviews

What we offer: We at Ingenetus focus on employee job satisfaction with work life balance and supportive work environment at each stage of life.

Benefits includes:

• Flexible working model with hybrid arrangements depending on business needs.
• Lucrative salary.
• Attractive Incentive plans.
• Insurance benefits.
• Monthly skill enhancement workshops.