Financial Planner

Full Time
Company Name: Thrive Wealth (Part of o3 capital)
    Company Profile:
      Job Profile & Responsibilities: 
        Who are we looking for?
          As an early-stage start-up, we are looking for someone who is excited by the prospect of working in a small team. Working in a small team offers many rewards, but also comes with a great amount of responsibility.
          • You will need to be comfortable working across levels, donning multiple hats.
          • Your people-centric skills are paramount. You will be dealing with clients and team members from all walks of life, therefore, it is essential that you are empathetic towards them.
          • An effective communicator with excellent grasp over the English language (both oral and written).
          • You will need to be able to work closely with other team members to quickly complete deliverables for the client.
          • You will need to understand business requirements, iterate on shortcomings and work with the team.
          • You will need to be self-disciplined and be able to work in an environment with less structure than a typical corporate/later stage start-up.
          • As a financial service provider, trust and honesty will be paramount.
          What will you do?
          • Identify potential prospects, communicate through relevant mediums, set appointments, and help potential clients to understand our products and services offered.
          • Understanding client (potential client) requirement, preparing, and reviewing customized financial plans with the advisory team, with utmost importance and attention to detail.
          • Sound understanding of all the financial service providers and financial products – should be able to compare and analyse them based on the requirement.
          • Coordinating with the advisory and the operations teams w.r.t. the execution of plans and hand holdings the client in queries pertaining to the execution.
          • Maintenance of financial plan review calendars for clients.
          • Stay in touch with our existing clients and ensure that all their financial requirements and queries are being fulfilled.
          • Interaction with various teams within the organization – research, advisory, operations and tech to ensure smooth workflow.
          Qualification, experience, and additional skills
          • Full time graduates or postgraduates.
          • Excellent English language skills (both oral and written).
          • Sound knowledge of all financial products, insurance and Indian taxation.
          • 1-2 years of work experience in relevant roles in the financial services industry is a plus.
          • Ability to work with a team and share knowledge.
          • Comfortable with quick turnaround times and meeting deadlines.
          • Remain updated on financial markets and its trends.
          Salary Range: 3 - 13 based on years of experience and last CTC
            Hiring Manager Details:

            Mansi Sindhvad

            [email protected]