Scope of the Role
As a financial planner in insurance wealth vertical of a wealth management company, you will be responsible for pre sales support to product specialists and wealth managers. As a part of central support team, you will prepare financial plans for the UHNI and Super HNI Clients in order to achieve their financial goals.
Job Description
1) Identifying and utilizing suitable tools and techniques to manage analyses for soucing insurance business.
2) Meet clients to understand their financial goals, needs, and risk appetite.
3) Collaborate with internal teams (investment analysts, portfolio managers, tax experts, estate planners).
4) Collaborate with internal teams (investment analysts, portfolio managers, tax experts, estate planners).
5) Developing and executing insurance business planning.
6) Insurer wise quote comparison of life, health and general insurance product.
Ideal Candidates
Looking for candidates with strong written and verbal communication skills having minimum 2 years of experience as a financial planner . Candidate should be CFP(Certified Financial Planner) certified.