Team Lead In Planning

Dilzer Consultants Pvt Ltd., a SEBI Registered Investment Advisor, is renowned for its disciplined, research-driven approach to financial planning and wealth management. Focused on personalized service, the firm takes the time to understand individual clients' needs to deliver tailored financial solutions. With a commitment to building trust and long-lasting relationships, Dilzer Consultants strives to create, grow, and preserve wealth for its clients, guided by integrity and responsibility. The firms client-centric approach ensures financial planning aligns with personal aspirations, risk tolerance, and investment goals, providing certainty and confidence in every step of the journey.

This is a full-time hybrid role for a Team Lead in Planning, based in Bengaluru South with some flexibility for remote work. The Team Lead will oversee financial planning projects, guide and coordinate a team of financial planners, and ensure compliance with SEBI regulations. Responsibilities include creating and managing customized investment plans, conducting financial analysis, developing strategies for wealth management, and maintaining strong client relationships. Regular engagement with stakeholders to understand and address client financial needs will be a core aspect of this role.

• Proficiency in Financial Planning and Wealth Management, with knowledge of SEBI regulations and compliance practices.
• Strong analytical skills including Financial Analysis, Budgeting, and Forecasting.
• Leadership capabilities, including Team Management and Coordination experience.
• Exceptional Communication, Client Relationship Management, and Interpersonal skills.
• Relevant certifications such as CFP (Certified Financial Planner) or equivalent are an advantage.
• Bachelors or Masters degree in Finance, Business Administration, or related field.
• A solutions-driven mindset with the ability to craft tailored financial plans to achieve client objectives.