Z-2389 | Financial Planning Specialist

 1st and 2nd Sat off

1 Position for Mumbai

1 Position for Bangalore- Whitefield

Key Requirements 

• Strong understanding of financial planning concepts — cash flow, asset allocation, risk profiling, ESOP management, and tax basics. 

 • Excellent communication, storytelling, interpersonal, and relationship management skills. 

 • Ability to simplify and present a financial plan confidently to HNI prospects. 

 • Good understanding of financial products (mutual funds, ETFs, equity, debt, global products). 

 • High emotional intelligence, patience, and advisory mindset. 

 • Proficiency in Microsoft Excel & PowerPoint for plan creation and analysis. 

 • Strong written and verbal communication in English. 

Purpose 

 The Financial Planning Specialist will lead financial planning conversations with prospective clients and drive the advisory-led acquisition process. This is a consultative financial advisory role where creating high-quality financial plans, analysing portfolios, and presenting solutions form the core responsibilities. Client acquisition is the natural outcome of a strong planning-led engagement. 

 Key Responsibilities 

 • Conduct detailed goal-setting discussions with prospects and understand their financial profile. 

 • Prepare, customise, and present our financial plans (cash flows, asset allocation, ESOP strategy, retirement modelling, risk planning). 

 • Analyse existing portfolios and identify diversification, restructuring, and rebalancing opportunities. 

 • Recommend investment strategies aligned with the client’s risk appetite and long-term objectives. 

 • Coordinate with the Core Advisory team for deeper analysis and implementable portfolios where required. 

 • Explain complex financial concepts in simple language to help clients make informed decisions. 

 • Build strong rapport with prospective clients through trust-based advisory conversations. 

 • Handle objections, clarify queries, and guide prospects towards long-term wealth planning solutions. 

 • Conduct discovery calls to understand client needs and expectations. 

 • Convert planning discussions into paid advisory clients through consultative selling, not push-based selling. 

 • Engage with referred clients, network-driven leads, and digital inquiries. 

 • Proactively identify opportunities for new client relationships based on advisory gaps and life events. 

 • Document all client details, planning notes, and handover information for smooth transition to the Core Advisory team. 

 • Stay updated on mutual funds, equity markets, ESOP structures, global products, and tax efficient strategies. 

 • Understand RIA-compliant advisory processes and explain them confidently to prospects.