Trainee Para Planner (only female)

1. Conducting meetings with new clients (physical at client’s place and/or virtual) and understanding their complete requirement.
2. Understanding client’s risk profile and recommend products.
3. Maintaining client’s confidential data in Excel sheet.
4. Help client to prepare annual Budget of their Cash Flow
5. Providing guidance to clients on optimising their tax outgo.
6. Analysing client’s existing Investments and Insurances and recommending better ones.
7. Suggesting Investments as per Client’s medium term and long term goals
8. Explaining client pros and cons of various investment and insurance products.
9. Implementing clients Financial Plans.
10. Executing and maintaining transactions through online platforms.
11. Monitoring and tracking client’s financial goals and recommending changes based on tactical analysis.
12. Study various mutual funds and compare their performances
13.  Analysing performance of clients MF portfolio and suggesting alternative mutual funds
14.  Annual review meetings with clients (physical as well as virtual)
15.  Preparing and maintaining minutes of client’s meeting

There is no sales related work. The work is 100% desk work and is within the office itself. Travelling is limited to client’s place only.