Z-2389 | Senior Manager - Financial Advisor

 1st and 2nd Sat off

Key Requirements: 

•  Excellent interpersonal skills with the ability to build strong relationships 
•  Proficient User of Microsoft Excel and PowerPoint 
•  Good command over English, both conversation and written correspondence (email etc). 
•  Should be confident and presentable with strong analytical and problem-solving skills.
•  Desire to learn, explore and grow in the finance domain.  

Key Responsibilities: 

•  Client Engagement: 

1.  Develop and maintain strong relationships with clients, understanding their unique financial needs and goals. 
2.  Provide personalized advisory services, including ESOP diversification, investment recommendations, and tax-efficient planning. 

•  Financial Planning & Strategy: 

1.  Create, review, and optimize financial plans tailored to each client’s profile. 
2.  Analyse client portfolios and recommend rebalancing strategies to maximize returns and minimize risks. 

•  Market Analysis & Product Knowledge: 

1.  Stay updated on market trends, economic factors, and financial products to provide informed and timely advice. 
2.  Understand and recommend products, including mutual funds, stocks, bonds, and alternative investments, based on client profiles and risk tolerance. 

•  Sales & Business Development: 

1.  Work towards achieving individual and team business targets 
2.  Identify potential high-net-worth clients and support growth initiatives within the firm. 

• Compliance & Documentation: 

1.  Ensure all client interactions, transactions, and recommendations comply with regulatory standards. 
2.  Maintain detailed and accurate client records, updating portfolios and capturing key decision points.