Analysis and access the clients overall financial situation ,understand their requirements and develop a comprehensive financial plan. Provide financial guidance to the client & make recommendations on how to best optimize their money in planned manner to achieve their short term & long term goals. Initiate clients meetings, plan presentations and continues interaction with the client in relation to the financial planning process. Managing client communications pre and post planning phase & suggesting innovation in planning and work process. Monitoring efficiency of the team, highlight deviations and specific constraints for not achieving targets. Being able to keep up and learn things quickly in the fast paced environment and efficiently managing regular changing of priorities. Accuracy, attention to detail and ability to explain complex information clearly and simply.