Financial Planner – BFSI

GlassBridge Consulting; India; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Target based incentives

Flexible Work-Life Balance

Access to Diverse Products

Learning from Experienced Leaders

Recognition for Outstanding Performance

Overseas travel

Job summary

A financial consulting firm in India seeks retired professionals and ex-servicemen for a client-facing role. Responsibilities include assessing financial goals, developing plans, and providing ongoing advice. Ideal candidates will possess strong interpersonal skills and knowledge of financial principles. Target-based incentives and a flexible work-life balance are offered.

Qualifications

• Preferably Chartered Accountants, Doctors, Ex-Defence Services, Civil Servants (IAS, IPS, IFS), or professionals from Banking or Insurance.
• Strong knowledge of financial planning and investment products.

Responsibilities

• Schedule appointments with clients to understand their financial objectives.
• Conduct in-depth financial assessments for clients.
• Develop comprehensive financial plans including investment strategies.
• Provide risk management advice and recommend insurance products.
• Educate clients on financial products and market trends.

Skills

Interpersonal skills

Communication skills

Financial planning principles

Knowledge of investment products

Income tax regulations

Job description

Exciting opportunity for Retired Professionals, Ex-serviceman, Self Employed candidates. Preferably Chartered Accountants, Doctors, Ex-Defence Services, Civil Servants (IAS, IPS, IFS and others), Banking (PSU or Private) or Insurance. Immediate joiners will be preferred.

Key Responsibilities

• Scheduling appointments with the clients and conducting meetings to gather financial information and understand their objectives and determining the extent of present coverage and investments.
• Conducting in-depth financial assessments to understand clients’ financial goals, risk tolerance, and investment objectives.
• Developing and presenting comprehensive financial plans, including retirement planning, investment strategies, and risk management.
• Assessing clients’ financial health by analysing data (income, expenses, investments, etc.)
• Utilizing knowledge of income tax investment strategies and advising client on tax planning
• Recommending appropriate insurance products to clients, such as life, health, property, casualty, and other types of insurance
• Building client relationships foster long-term relationships and trust with the clients by offering continuous advice, reviewing clients’ insurance needs over time and recommending policy updates as necessary
• Providing risk management advice by helping clients identify potential risks and suggest insurance products or policy adjustments.
• Conducting policy reviews by periodically reviewing clients’ policies to ensure the insurance coverages are still suitable for their customers’ changing circumstances and financial goals
• Collaborating with clients to review and adjust financial plans based on life events, economic shifts, or regulatory changes.
• Educating and creating awareness with clients on financial products, market trends, and investment opportunities

Competencies

• Strong interpersonal and communication skills
• Ability to build and maintain relationships with clients.
• Good knowledge of financial planning principles, investment products – insurance, mutual funds, Bonds’, Fixed Deposit, Pension plan, Retirement plan and others
• Good knowledge of income tax regulations and norms

Career Growth

Target based incentives, Flexible Work-Life Balance, Access to Diverse Products, Learning from Experienced Leaders, Recognition for Outstanding Performance, Overseas travel.