International Money Matters Pvt Ltd
Website:
immpl.com
Job details:
We are looking for a dynamic, motivated, and client-focused Financial Advisor to join our team at IMMPL Wealth Management. This role offers exposure to all aspects of sales, client relationship management, and financial planning, providing an opportunity to grow both professionally and personally in a fast-paced environment.
The ideal candidate is highly organized, detail-oriented, and capable of managing multiple priorities while maintaining strong relationships with clients and internal teams. Excellent communication skills and the ability to work independently as well as collaboratively are essential.
Job Definition
The Financial Advisor will be responsible for providing financial analysis, managing client accounts, handling sales administration, and building strong relationships across teams to ensure seamless client experiences.
Location : Bangalore, Hyderabad & Mumbai
Key Responsibilities
- Understand client needs and provide tailored financial planning guidance, including asset allocation recommendations, with support from the Research & Financial Planning teams.
- Expand and nurture existing client relationships, improve client satisfaction, strengthen client commitment, ensure retention, and drive revenue growth while acquiring new clients.
- Build and deepen relationships with HNI clients to identify opportunities for increased engagement and revenue.
- Advise clients on strategies for cash management, insurance, investments, and other financial goals.
- Implement financial planning recommendations and regularly review client portfolios to adjust for life changes, economic shifts, or performance updates.
- Manage diverse client portfolios including insurance, mutual funds, hedge funds, real estate, and fixed income instruments.
- Keep client plans up-to-date and prepare reports such as investment performance summaries, financial document interpretations, and income projections.
- Collaborate with Research, Financial Planning, Insurance, and Operations teams to ensure timely information flow to clients.
- Perform other ad-hoc duties as required.
Applicant Requirements
- Experience: 3–10 years in Investment Advisory, Financial Advisory, or Fund Management within financial services.
- Education: Degree preferred; AFP/CFP certification advantageous for freshers.
- Exceptional attention to detail and analytical skills.
- Strong written and verbal communication skills in English.
- Excellent customer service and relationship-building skills.
- Passion for networking, meeting clients, and maintaining long-term relationships.
- Mobility: Willingness to travel within the city.
- Leadership: Experience in team handling is a plus for senior advisors.
Why Join IMMPL Wealth Management?
- Work in a supportive and collaborative environment.
- Opportunity to expand your client base and enhance professional growth.
- Exposure to a wide range of financial products and services.
📧 Apply at: shiny.s@immpl.com
Click on Apply to know more.
