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Wealth Managers@Plan Ahead Wealth Advisors

Company Name Plan Ahead Wealth Advisors
Location Mumbai, India
Job Type Wealth Managers
Job Description

Company Profile : 

Three times winner of the Registered Investment Advisor award in 2016,2017 and 2018 by Outlook Money, Plan Ahead, was founded by Vishal Dhawan and Shalini Dhawan in 2003. Today, Plan Ahead is a leading player in the financial planning and wealth management segment. Over fifteen years, the organisation and team have grown significantly. Currently, the team consists of CFPs, Investment Advisors, CFAs, MBAs, etc. The team has over five decades of collective work experience in financial advisory and wealth management.

Job Description : 
Co-owning the growth targets of the company
Prospecting for new HNI clients and new HNI segments
Pursuing new leads and lead follow up to convert and acquire new HNI clients
Sourcing leads by organizing seminars / events / workshops / other lead generation activities
Coordinating and arranging events/workshops/seminars and preparing presentation material / other event related items with support from marketing team as needed, and delivering the same
Conducting introductory meetings with prospects and creating and presenting proposals
Coordination with new client for sign-on and client on boarding including compliance paperwork
Organising client meets / workshops / events
Coordinating with planning team for data gathering/ plan preparation/presentation by planning team
Agenda setting for plan and portfolio review meetings
Regular meetings with clients for plan and portfolio reviews to be presented by the planning team
Providing clients with information on new and existing products and schemes in coordination with planning and research team
Keeping updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Planning Trends, Alternate Investments, Macro Economy, Global events)
Coordinating with planning team to ensure implementation of advice

Candidates Profile :  

MBA/ post-graduation / any other professional qualification with minimum 2 years sales experience as business development / relationship manager / advisor / planner / wealth manager
High level of interpersonal and communication skills and should be an effective team player
Excellent track record of sales performance and achievement of revenue targets
Comfortable with field job which involves travelling and meeting prospects on a daily basis
Strong passion for working in a fast paced and result oriented environment
Self driven and able to take sales initiatives and operate independently within deadlines
Should be able to monitor and deliver results on targets
Should have NISM V A MF certification and NISM X A(Level 1) and NISM X B (Level 2)  Investment Advisor certification
CFP / CWM / CFA would be desirable
Experience in the area of financial planning / wealth management / investment advisory / capital markets would be an advantage
Should be able to understand stock markets, debt markets, mutual funds, insurance and other areas such as Gold, Real Estate, Commodities, Macroeconomics
Should possess thorough understanding of all relevant taxation and other laws relating to investments
Should have very good numerical and analytical skills and flair for finance/ financial markets
Experience: 2 years of sales experience is a must, preferably looking for 4 years work sales experience
Salary :   In line with relevant work experience and industry standards
Interested candidates can mail their updated

resumes at “” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 10/01/2020