Fwd: Open positions - Flexi time - Contact urgently or Refer

[Deepa Nittala]

Hi,

This mail is not only for you , but anybody in your friends, relatives across Hyderabad who can be referred . I am building a team of Professional Financial Planners .This is a flexi time, flexi income working model ,and does not demand a financial services background. Read on to understand the pre-requisites better.

Current Scenario:

People have so far witnessed advisors coming and selling ( or mis-selling)  insurance and investment products , and hence financial advisory has been a grossly misunderstood terminology. To bring clarity on this, SEBI , a strong investment Regulator had taken many pro-investor steps.

• It gave emphasis to financial planning and differentiated financial planners from product sellers .
• It has abolished upfront commission for Mutual funds, so mis-selling can be nullified. "Survival of the fittest "is the way to go. This has ensured those who are genuinely interested in client's financial well-being stay and practice.
• The environment is all set  for Financial advisory in its true spirit, like followed in developed markets for years now.

Slowly and steadily , people are able to differentiate financial planning , but there are not many qualified and professional financial planners in the market . Many who are certified and qualified are unable to communicate the concept clearly and hence an imbalance.

So ,what exactly will this job role demand? :

This is a role which involves a  practicing career, like a doctor , or a lawyer or a chartered accountant. You will need to :

• Help  families identify and document a list of all future financial goals they are working for.
• Help them analyze current financial situation and identify correction and improvement areas.
• Help them with implementation and execution of financial plan.
• Work on 3 chief indicators - a) Save cost for client , b) save taxes for client and  c) help them save right to meet their needs with right amount in future .
• Your success will be determined based on how many families have successfully moved to a financially strong position with your assistance.
• You don't hold a basket of products to push on them , but you have to identify and match their needs with the most cost efficient / tax effective product available in the market .

Pre-requisites to be a planner :

As I have said , there is a gross shortage of planners in the market but families who need professional , genuine guidance and advice are many . The best part of this profile is that it does not have limitation on age , education background ,experience .The knowledge can be acquired on the job and through certification programs , and most importantly, under my training. But there are some inherent qualities which you must have , which cannot be acquired on the job .

• Thorough Professional conduct
• Good communication skills
• high on integrity
• Willing to learn
• Serious about work
• Your priority - your client
• Self reliant in terms of travelling to client location
• self-discipline
• A financial services background is an added plus but not mandatory, to be able to learn the subject better and quickly .
• An experience with client interface is a plus, to be able to do better need analysis and imbibe client-sensitivity.
• career break - doesn't matter , past experience or age - doesn't matter.
• passion for your work

Imparting knowledge and skills required to be a successful planner is taken care of by us .

Advantages :

• You choose your convenient time of work and the distance you want to cater to. You are available when your client needs you and also when your family needs you.
• Ideal for work-life balance .
• Despite the nature of work being Entrepreneurial , you don' t have to set up your own office , spend on systems and software for creating a Financial Planning Platform and bother about infrastructure. Principal Retirement Advisors , a member company of Principal Financial Group ,a Fortune 500 company , supports us with all infrastructure, training , guidance, planning platform, research and analysis support   and a team of experts to guide us day to day . This is a symbiotic relationship to create financially successful families and in the process , be successful planners yourself.
• This kind of a working model is rarely found in India.
• Selection is subject to scrutiny process

If any of you are interested , please feel free to reach out to me by sms or call @  9849620066. Please do pass it on among your friends and relatives in Hyderabad who wish to pursue this career.I don't have a huge network , but I am sure you do.

My sincere apologies for this long mail , but wanted to set the expectations very clear since this is a job with fiduciary responsibility . We deal with many a family's dreams and help create ideal financial habits and savings. Hence , we cannot afford role misfits .

Thanks

Best regards

Deepa