Job Preference:
1st and 2nd Sat off
Andheri East - Mumbai
Maximum notice period: 30 days
Qualification:
Any Graduate, Any Post GraduateJob Description:
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 cliet's 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.
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
2–8 years’ experience in financial planning, advisory, wealth management, or a hybrid advisory + acquisition role