Required Financial Planner - Chennai

We are looking for a skilled and analytical Financial Planner to join our team. The ideal candidate will be responsible for assessing clients financial situations, understanding their goals, and creating personalized financial strategies. This role requires strong knowledge of investments, insurance, taxation, and retirement planning, combined with excellent communication and advisory skills.

Key Responsibilities

• Client Advisory & Planning
  • Meet clients to understand their current financial status, goals, and risk appetite.
  • Develop personalized financial plans covering investments, insurance, savings, taxation, and retirement.
  • Advise clients on suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
• Investment & Wealth Management
  • Create strategies for asset allocation and portfolio diversification.
  • Monitor client portfolios and suggest adjustments as per market trends.
  • Help clients achieve both short-term and long-term financial goals.
• Tax & Risk Management
  • Guide clients on tax-saving investments and compliance.
  • Identify potential risks and recommend insurance or contingency plans.
  • Provide strategies to minimize liabilities and maximize wealth creation.
• Market Research & Analysis
  • Stay updated with financial market trends, investment instruments, and government regulations.
  • Analyze economic conditions and their impact on client investments.
  • Prepare financial reports and projections to support client decisions.
• Client Relationship Management
  • Maintain long-term relationships with clients by providing regular updates and reviews.
  • Address client queries and concerns with professionalism and trust.
  • Build new client relationships through networking, referrals, and financial seminars.

Skills & Competencies Required

• Strong knowledge of financial products, investment strategies, and taxation.
• Analytical and problem-solving mindset.
• Excellent communication and presentation skills.
• Proficiency in MS Excel, financial planning software, and reporting tools.
• Ethical and client-focused approach.
• Ability to simplify complex financial concepts for clients.