Financial Planning Manager
Job Description
Job Roll: On roll
Channel: Direct
Job Summary:
A Financial Planning Manager in the BFSI sector is responsible for helping clients achieve their financial goals by offering tailored financial advice, investment planning, insurance solutions, and wealth management strategies.
Roles and Responsibilities:
- Assess clients’ financial needs, risk appetite, income, and goals.
- Create customized financial plans including investments, insurance, savings, and retirement planning.
- Recommend appropriate financial products such as mutual funds, life insurance, fixed deposits, and retirement plans.
- Drive sales of financial solutions aligned with client objectives.
- Monitor client portfolios and suggest rebalancing as per market movements or life changes.
- Ensure clients’ financial plans stay aligned with their long-term goals.
- Ensure that all advice and product recommendations comply with regulatory standards (IRDAI)
Eligibility Criteria:
- Minimum 1 year of experience in sales any field + 6 months of experience in BFSI sector
- Minimum qualification required is completion of graduation.
- Required all semester marksheets.
- Required all previously employed company experience certificate (Mandatory for experienced person)
- Preferred local candidate.
Key Competencies:
- Financial & Investment Knowledge
- Client Centric Approach
- Regulatory Knowledge
- Analytical and Planning Skills
- Communication and Interpersonal Skills
- Leadership
To apply and Share resume:
Meenaakshi P | 93136 53024 | meenaakshi.p@tekpillar.com