Senior Manager - Financial Planning - BFSI

Senior Manager - Financial Planning - BFSI

Detailed job description of the role is as mentioned below :

Responsibilities :

- Promote fee-based Financial Planning Services at regions

- Interview customers for collecting details

- Make detailed financial plans for customers (Excel knowledge desirable)

- Discuss financial plans with customers

- Interface between the product team and the customer at a regional level

- Promote other services as and when being launched under Financial Planning Services, like Investment Planning, Estate Planning, at regions

- Train Relationship Managers on concepts of financial planning

- The role will demand a good domain understanding of personal financial planning, a grasp of processes and the product knowledge to pigeon-hole products to specific needs

- Monitor & drive the entire Financial Planning piece for their respective regions