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- Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details,
- Product understanding in mutual funds, insurance, equity, ETFs, PMS, AIF, International Funds and Asset Allocation.
- Coordinating with 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 on various parameters.
- Plan Presentation and Discussion with good communication skills and analytics.
- Review of financial plan with the Advisory team.
Risk Profiling of Existing & New Clients and meeting clients on one to one basis to understand and address their requirements.
- Client Portfolio Reviews and Recommendations.
- Maintaining records of clients handled with Review and portfolio checks.
- Understanding of markets. Market Updates and News affecting our Industry.
- Coordination with investment advisor and client servicing teams with respect to implementation of plan where applicable and hand holding the client in the questions relating to implementing the plan.
- Research on new financial planning trends and data insights linked to financial plans. Must be able to articulate the same in an Article format to publish on our website.
- Aid in queries linked to clients financial plan and investment recommendations
- Maintenance of planning and review calendars for clients.
- Compliance for clients.
- Detailed research on multiple financial products
- Mutual funds
- Portfolio Management Services
- Real Estate
- Alternative assets
- Life Insurance
- Health insurance
- Other insurance
17. Regular meetings with Asset/Fund/Portfolio Managers and Relationship Managers to get their view on financial markets and financial products
18. Analysing and sharing macro views on global and local economy, and local and global financial markets
19. Sharing research/investment, articles, blogs, updates with investment advisors and with teams on an ongoing basis
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