Planner Advisory

Location: Bangalore

  • 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 para planners on scenario analysis and case studies specific to client needs.
  • Coordinating with all the 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.
  • 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.
  • Aid in queries linked to clients’ financial plan and investment recommendations.
  • Maintenance of planning and review calendars for clients.
  • Compliance for clients.
  • Detailed research on multiple financial products.
  • Regular meetings with asset, fund, portfolio and relationship managers to get their view on financial markets and products.
  • Analysing and sharing macro views on global and local economy and financial markets.
  • Sharing investment related research, articles, blogs and updates with investment advisors and teams on an ongoing basis.


Qualification / Experience:

  • Post Graduate with experience of 2-5 years in the field of Financial Planning, Portfolio management
  • CFP / NISM XA XB Certification
  • In-depth Knowledge of all products (Insurance – health/ life/ general, mutual funds, bonds, PPF etc.).
  • Excellent communication skills.
  • Good working knowledge of Excel (financial formulas and functions), Word and PPT.
  • Ability to foster and cultivate relationships with prospective and existing customers.
  • Ability to work with a team and share knowledge and skills.


Skills Required:

  • Honesty, integrity, hard work and pleasant personality.
  • Analytical ability and number crunching.
  • Comfortable with meeting and interacting with people at our office and at client locations.
  • Willingness to coordinate amongst multiple teams.
  • Willingness to meet asset managers and product manufacturers to get views on financial markets and products, at office and beyond as and when events and opportunities arise.
  • Good communication skills, both oral and written.
  • Ability to remain constantly updated on financial markets and macroeconomics.s
  • Comfortable with quick turnarounds and deadlines.


What you get by working at Dilzer Consultants Pvt Ltd

  • Ethical Investment Advisory and Fiduciary Interest of clients.
  • Flexible Work-from-home options- Hybrid and Extended based on KRIs.
  • Immense learning opportunities and Professional development
  • Open culture of sharing of ideas, and initiatives toward personal, professional, and organizational fulfillment.
  • Opportunities to conduct webinars and financial literacy programs
  • Ownership of clients for Long term mutual benefits.
  • Opportunity to be heard and make a difference in clients life, with satisfaction of working to make a difference in clients lives.


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