Job Description

Malayalam is Mandatory,

Position Overview:

As an Investment Planning Executive, you will play a pivotal role in acting as the connecting thread between the customers, the operation team and the financial planners. As the single point of contact (SPOC) for the customer, you will will be responsible for understanding the customer needs, preparing the different reports in coordination with the financial planning team and to help the customer onboard in coordination with the operation team, Your primary responsibility will be to help clients make informed decisions about their investments & Insurances, ensuring their financial objectives are met. This position requires a deep understanding of financial markets, excellent communication skills, an earnestness to learn and the ability to build strong relationships with clients.

Key Responsibilities:

1. Client Interaction: Conduct in-depth interaction with clients to understand their financial goals, risk tolerance, and investment preferences.

2. Financial Analysis: Analyze the customer's financial goals, identify the gaps through the 5 buckets of financial planning (Risk Mitigation, Retirement Planning, Life goals planning, Tax planning & Estate Planning) and provide accurate and timely financial advice.

3. Portfolio Management: suggest and manage customised investment portfolios based on clients' financial objectives, risk profiles, and asset allocation strategies and periodically review the portfolio and proactively identify opportunities to enhance clients' financial well-being and add value through strategic advice and guidance.

4. Risk Assessment: Evaluate and communicate potential risks associated with investment strategies, providing clients with a clear understanding of the risks and rewards.

5. Market Research: Stay abreast of financial news, market trends, changes to taxation and regulatory diktats to ensure up-to-date and relevant advice to clients.

6. Client Education: Educate clients on various investment & Insurance products, strategies, and financial planning concepts to empower them in making informed decisions.

7. Compliance: Ensure compliance with industry regulations and internal policies, maintaining the highest ethical standards and confidentiality in all dealings with clients.

Qualifications:

• Bachelor's degree in Finance, Business, Economics, or inter in Accountancy
• Bachelor's in any other degree industry certifications (CFA, CFP, NISM, BQP) preferred.
• Relevant experience in investment planning, portfolio management, or a related field.
• Excellent Listening & communication and interpersonal skills.
• Client-focused mindset with the ability to build and maintain relationships.
• Eye for detail and meticulousness

Benefits:

• Competitive salary with performance-based bonuses.
• Comprehensive health, disability and retirement benefits.
• Ongoing professional development opportunities.
• Collaborative, unbiased and inclusive work environment.

Job Location: Chennai

Office timing: 9 AM to 6 PM

Job Types: Full-time, Permanent, Fresher

Pay: ?70,000.00 - ?90,000.00 per month

Benefits:

• Health insurance

Schedule:

• US shift

Supplemental Pay:

• Performance bonus
• Shift allowance

Education:

• Bachelor's (Required)

Work Location: In person