New
Job Preference:
Qualification• MBA/Postgraduation
• CFP/CWM preferred; NISMXA/XB mandatory
• 1–3+years of experience in financial planning, advisory, servicing, or research role
Qualification:
ICWA/CMA, MBAJob Description:
PurposeThe Financial Planning Analyst will deliver high-quality financial planning, portfolio
analysis, and client servicing support for our client's advisory clients. This role focuses on
backend planning, research, execution, and structured servicing — ensuring each client
receives a seamless and professional advisory experience. The Analyst supports ongoing
reviews, plan updates, execution workflows, and compliance requirements.
Key Responsibilities
• Create, review, and optimize financial plans (cash flow modelling, asset allocation, ESOP
analysis, retirement projections).
• Conduct detailed portfolio analysis and recommend rebalancing, restructuring, or
diversification strategies.
• Prepare client-ready financial reports, review summaries, and planning insights.
• Support execution workflows — rebalancing orders, transactions, fund transfers,
ticketing, and coordination with operations.
• Serve as the primary servicing contact post-onboarding for client queries, clarifications,
and plan-related questions.
• Monitor portfolios and identify scenarios requiring rebalancing or review.
• Collaborate with the Financial Planning Specialists during onboarding and transition
phases.
• Coordinate with Global Desk, Tax Team, and Research Team for specialised client
requirements.
• Ensure advisory workflows and recommendations adhere to SEBI-RIA regulations.
• Maintain accurate documentation, updating financial plan versions and client records as
required.
• Assist in preparing quarterly/annual review packs and performance reports
Skills:
Key Requirements• Strong analytical skills and deep understanding of financial planning concepts.
• Ability to create accurate and professional financial plans and reports.
• Good knowledge of products such as mutual funds, equity, debt, global instruments, and
tax-saving structures.
• Proficiency in Excel, PowerPoint, portfolio tools, and planning templates.
• Strong servicing mindset, attention to detail, and ownership-driven approach.
• Good communication skills for client interactions (written and verbal).
• Ability to manage HNI expectations with maturity and professionalism.