FPSB India
Website:
fpsb.in
Job details:
Type: Full Time Location: BANGALORE Description:
Company Name : Sinhasi Consultants Pvt Ltd
Number of Openings : 2
Experience Level : 2 years+
Industry : Financial Planning & Wealth Management
About The Company
Sinhasi Consultants Pvt Ltd is a Registered Investment Advisor – Registration No: INA200004177) who provides end-to-end personalised financial advisory and planning services, and distribution services.
Founded in 2005 by Ms Mimi Partha Sarathy, Sinhasi Consultants has built up an enviable client base of both individuals and Corporates in India, offering services to some of the most high profile professionals in India (more details on https://www.sinhasi.com/pages/testimonials) Sinhasi creates customized financial plans and provides holistic advice on investments, health and life insurance and estate planning, and is seen as a personalized virtual family office by their clients. Client is First and will always be first’’ – is a clear mantra at Sinhasi and Sinhasi ONLY works in the best interest of client. Sinhasi aims to be the PREFERRED financial advisor and custodian to many professionals who seek expert partners to protect and grow their wealth for them. “Our AIM is to build the most enriching and trusting individual relationships where our clients feel certain and secure , and ' on top of their game' as we grow their wealth in a simple, disciplined, and holistic manner”.
Website : www.sinhasi.com
Job Summary : Responsible for end-to-end financial planning, including preparation, review, monitoring, and updating of customized client plans, portfolio reviews, risk profiling, and coordination with advisory and product teams. Involves strong research, market analysis, compliance, and client interaction, with a focus on wealth management, asset allocation, and investment insights shared through reports and articles.
Who Should Apply : CFP® professionals, FPSB India students /Graduate/PG in Finance with min 2 year of Experience
Responsibility
- Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details and understanding the product.
- Coordinating with junior planners on scenario analysis and case studies specific to client needs.
- Coordinating with all the service providers of financial products for availability, comparison, analysis and finalizing of products.
- Contacting clients and setting up meetings, accompanying the advisory team for meetings and review.
- Review of financial plan with the advisory team.
- Risk profiling of existing and new clients and meeting them on one to one basis to understand and address their requirements.
- Client portfolio reviews and recommendations.
- Overseeing and Maintaining records of clients handled with review and portfolio checks.
- Understanding of markets, market updates and news affecting our industry.
- Coordination with investment advisors and client servicing teams with respect to implementation of plans where applicable and hand holding the client in questions relating to implementing the plan.
- Research on new financial planning trends and data insights linked to financial plans. Must be able to articulate the same in an article format to publish on our website.
- Sound understanding of investment products across asset classes.
Preferred
- CFP graduate - preferred
- Must have at least 2 years of experience.
Salary Range
- 6 Lakhs, *As per industry standards, Will be based on individual qualifications, experience and competence.
Incentives / Bonuses : Depending on Performance
Email Subject Line Format : Manager - Investment Servicing – CFP / FPSB India
Hiring Manager Details
contactus@sinhasi.com
Click on Apply to know more.