Planner Advisory

Dilzer Consultants Pvt Ltd
Bangalore India
INR 3,96,000+ Incentives
Mar 23, 2019
Apr 22, 2019
Planner Advisory Application
Passed CFA Level I
Employment Type
Full Time
  1. Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details,
  2. Product understanding in mutual funds, insurance, equity, ETFs, PMS, AIF, International Funds and Asset Allocation.
  3. Coordinating with planners on scenario analysis and case studies specific to client needs.
  4. Coordinating with all the providers of financial products for availability of product, compare analyze and finalizing of products on various parameters.
  5. Plan Presentation and Discussion with good communication skills and analytics.
  6. 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.
  7. Client Portfolio Reviews and Recommendations.
  8. Maintaining records of clients handled with Review and portfolio checks.
  9. Understanding of markets. Market Updates and News affecting our Industry.
  10. 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.
  11. 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.
  12. Aid in queries linked to clients financial plan and investment recommendations
  13. Maintenance of planning and review calendars for clients.
  14. Compliance for clients.
  15. Detailed research on multiple financial products      
  16. Mutual funds
  17. Equities
  18. Portfolio Management Services
  19. Bonds
  20. Real Estate
  21. Commodities
  22. Alternative assets
  23. Life Insurance
  24. Health insurance
  25. Other insurance
  26. IPOs

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