Senior Para Planner Advisory - Comprehensive Financial Planning Investment Advisory.

Location
Bangalore City, Bangalore (IN)
Salary
As per industry standards plus incentive based.
Posted
Sep 24, 2018
Closes
Nov 23, 2018
Ref
Application for Senior Para Planner Advisory CFA
Employment Type
Full Time
Education
Bachelors

Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details, Product Recommendations and understanding.
– Coordinating with para planners on scenario analysis and case studies specific to client needs.
-Coordinating with all the providers of financial products for availability of product, compare analyze and finalizing of products.
-Plan Presentation Discussion Review, Implementation Follow up.
-Review of financial plan with the Advisory team.
Risk Profiling Of Existing & New Clients.
Client Portfolio Reviews and Recommendations New and Existing Clients.
Maintaining records of clients handled with Review and portfolio check.