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Group Lead - Financial Planning

Keywords / Skills : Group Lead - Financial Planning

7 - 7 years
Posted: 2019-03-11

Banking/ Financial Services
Banking, Insurance & Financial Services
Other BFSI
Job Type
Earliest joing date:
7th Mar 2019
Billing rate:

per year
Posted On
11th Mar 2019
Job Ref code
Job Description
• Apart from core plan production, relationship management & subject matter expertise.
• Manage advisor portfolios, business development & drive team goals.
• Responsible for advisor experience, handle advisor escalations.
• Responsible for managing direct reportees & their goals.
  • Plan production: Analyzing raw financial data, inputs in planning software, analyzing strategies and recommendations and preparing plan proposals specially tailored to meet individual clients' specific financial planning requirements.
  • Client management: Managing all financial plan work, assignments and completion for advisors' (clients) plans through the year. Ensuring timely delivery of plans whilst maintaining the requisite quality standards. Creating and maintaining relationships with assigned (clients) through the year to discuss clients' plan strategies & advice. Schedule and complete regular calls with clients (advisors) to source financial plans and ensure smooth and efficient processes are enabled.
  • Team Management: Setting goals for the team including band levels 25, 28, 29 & 30. Tracking every team member's performance against core metrics such as production and quality. Coaching team members on role-specific requirements such as plan production, advisor management, administrative work, etc. Conduct regular 1:1 sessions with team members, team meetings to track progress against each annual goal and finally evaluate and assess team members' performance through the performance management process).
  • Administrative work: Regular and timely updates in the process work flow database and creation/maintenance of various excel based reports for core jobs as well as projects. Ex. Leave trackers for the team. Also, preparing various performance based tracking reports pertaining to Production, Quality, Business Development, Advanced Planning Strategies, etc.
  • Excellent Verbal and written communication skills.
  • Good analytical & problem solving skills.
  • Work as a part of team and contribute to team functions and responsibilities.
  • Take additional responsibilities as and when required including mentorship & coaching.
  • Relationship management.
  • Subject matter expertise (SME).
  • People management skills (Min 5 years in people management).
  • People management skills.
  • Ability to handle tough situations/conversations.
  • Drive Team Engagement.
  • Project management .


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