Description
- Analyze and assess 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 continuous 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
- Managing & retaining client relationships
- Good understanding of Mutual Funds, Fixed Income Products, Life & General Insurance
- The candidate needs to be proficient in Excel , word, PPT and Internet
- Candidate should have excellent oral and written communication skill in English