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Position Details:
Position Planner Advisory @ Dilzer Consultants Pvt Ltd
Company Name Dilzer Consultants Pvt Ltd
Location Bangalore, India
Job Type Planner Advisory
Job Description

Company Website :

Company Profile :WINNER_ SNBC TV18 and UTI Best Financial Advisor National Level (Woman) 2018. SEBI Registered, ISO Certified, Bangalore based Reputed financial advisory and investment management company managing portfolios and financial plans for HNIs
We have been in the industry for 19+ years.

Job Description : 

  • Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details, 
  • Product understanding. 
  • Coordinating with para planners on scenario analysis and case studies specific to client needs.
  • Coordinating with all the providers of financial products for availability of product, compare analyze and finalizing of products.
  • Plan Presentation and Discussion.
  • Review of financial plan with the Advisory team.
  • Risk Profiling Of Existing & New Clients.
  • Client Portfolio Reviews and Recommendations.
  • Maintaining records of clients handled with Review and portfolio checks.
  • Client Portfolio Reviews and meetings with clients.
  • Understanding of markets.
  • Coordination with investment advisor and client servicing teams with respect to implementation of plan where applicable.
  • Research on new financial planning trends and data insights linked to financial plans.
  • 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.  
  • Equities.
  • Mutual Funds
  • Portfolio Management Services
  • Bonds
  • Real Estate
  • Commodities
  • Alternative assets
  • Life Insurance
  • Health insurance
  • Other insurance
  • IPOs
  • Regular meetings with Asset/Fund/Portfolio Managers and Relationship Managers to get their view on financial markets and financial products.
  • Analyzing and sharing macro views on global and local economy, and local and global financial markets.
  • Sharing research/investment updates with investment advisors and with teams on an ongoing basis.

Experience : 2+ years only. 

Salary : In line with industry standards.

Interested candidates can mail their updated resumes at “” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 19/10/2018

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