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Financial Planning Advisor (Customer Relationship)/ 862 days ago

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Job Preference:

 1st and 2nd Sat off

Andheri East - Mumbai

Maximum notice period: 30 days

Experience: 2–3+ years of relevant financial advisory/acquisition experience (Bangalore. White Field) | Budget: ?6–13 LPA

Experience: 5+ years of relevant financial planning/advisory experience with team handling or mentoring exposure (Team Lead Mumbai) | Budget: ?8–14 LPA

Experience: 3+ years of relevant financial planning/advisory experience (Analyst, Mumbai) | Budget: ?6–10 LPA

Qualification:

Job Description:

Purpose:

 The 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 

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

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

 • Analyze 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. 

 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.

Skills:

Qualification 

• MBA/Postgraduation 

• CFP/CWM preferred; NISM XA / XB mandatory