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Financial Advisor at International Money Matters Pvt. Ltd.

Company Name International Money Matters Pvt. Ltd.
Location Delhi , Bangalore, Mumbai, India
Job Type Financial Advisor
Job Description

Company Profile : International Money Matters is a 16+ year old financial planning-cum-investment advisory company, in the business of helping our clients achieve their financial goals whilst ensuring peace of mind.

International Money Matters is a SEBI Registered Investment Advisor which currently has a team of 50+ spread over its offices in Bangalore, Mumbai, New Delhi, Hyderabad, Chennai and Pune servicing its client base spread across India and the globe. The services offered include wealth management, financial planning, financial education and NRI consulting. IMMPL identifies , prioritizes , outlines and achieves financial goals through a disciplined , personalized and research based approach. IMMPL has various prestigious awards under its belt and was recently awarded the winner of Outlook Money Awards 2017 in Registered Investment Advisor category. 

We assist our clients in identifying, defining and prioritizing their financial goals over the short term to long term and then designing a customized game plan to achieve these very goals. 

Job Description :

  • Identify client needs and provide them with right financial planning assistance and asset allocation with the help of our Research & Financial Planner team.
  • An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for IMMPL Wealth Management while acquiring new clients as well.
  • Build and deepen relationships with existing HNI Customers to achieve increase in revenue.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
  • Implement financial planning recommendations and review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Manage client portfolios which include products ranging from insurance, mutual funds, hedge funds, real estate and fixed income.
  • Keeping client plans up-to-date and prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections. 
  • Interact with the various teams within the organization such as Research, Financial Planning, Insurance and Operations to ensure prompt supply of information to the client. 
  • Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio and execute the same. This will include achieving revenue & client acquisition targets.
  • Any other ad-hoc duties as directed

Candidate Profile :

  • Graduate/Post graduate 
  • (CFP certified)

Salary : Industry Standard

 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 06/09/2018