Along with construction of financial plans and execution, also responsible for -
Hiring, Training and Mentoring of team members
鈥� Managing day to day team operations
鈥� Achieving team targets
鈥� Business development
鈥� Organizing and delivering seminars on financial planning at corporates
鈥� Product research and analysis
鈥� Servicing existing client base on execution of their financial plans
鈥� Establishing client- planner relationship
鈥� Gathering client data, including goals and associated risk profile
鈥� Evaluation of financial status including analysis of assets, liabilities, cash flow, current insurance coverage, investment and tax strategies
鈥� Developing and presenting fi
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