Exploring Career Opportunities in Financial Services Industry

Financial planning is the process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your goals. As a result, financial planning often delves into multiple areas of finance, including investing, taxes, savings, retirement, your estate, insurance, and more.

YESTERDAY

Financial professionals were solicited primarily by wealthy clients. Much of their day was spent manually crunching numbers and executing repetitive tasks. The client awareness level was also very very low.

TODAY

The client experience has moved front and center in planning relationships as financial professionals seek novel ways of engaging new and existing clients. Fee compression and the waning profitability of investment management have challenged firms to rethink the role of the financial professional.

TOMORROW

New methods of advice delivery will democratize planning. The financial plan will be the lens through which all wealth management activities are examined and executed. Financial professionals will embrace the benefits of new technology to facilitate scalable holistic planning. A financial professional’s responsibilities are no longer as clearly defined as they once were. As wealth begins to change hands generationally, there will be a new set of expectations—new gray areas to demystify and new client expectations to exceed. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning. Financial professionals will need to dedicate more time to building meaningful, human connections with each of their clients to elevate the financial planning experience. With time being a limited resource, they will need to build partnerships and implement solutions that allow them to expand and scale their operations.

Want to know more about the industry trends and scope of Financial Planning in India?

Book Your Seat Now for an Online Interactive Live Webinar

WEBINAR SCHEDULE

Date: 11th May 2024 (Saturday)

Time: 11:30 AM

Register Now to Book Your Seat for FREE.

WHO SHOULD JOIN

• All IFAs, MFDs, Insurance Advisors, Brokers, Agents & Consultants
• Professionals from Banking & Financial Services Industry
• Students & Individuals who want to build a career in the financial sector

Speaker

Mr Kalpesh Dave

Deputy CEO, Bajaj Capital Ltd.

Mr. Kalpesh Dave has over 20 years of experience in banking, investments, and wealth management. He is a seasoned professional and strategic leader who has driven growth, innovation, and excellence in the financial services industry across various assignments.

As the Deputy Chief Executive Officer at Bajaj Capital Ltd, he oversees investment operations, sales, and customer service at one of India's leading investment advisory and financial planning firms. His focus is on delivering valueadded solutions to our HNI/UHNI/Family offices and NRI clientele.

Mr. Dave was a founding team member at InCred Wealth before joining Bajaj Capital. Prior to that, he led and worked with Private Banking teams at Kotak Mahindra Bank and ICICI Bank.

Kalpesh is passionate about learning and enhancing his skills and knowledge, as evidenced by his multiple certifications and degrees, including an Executive MBA from the Indian Institute of Foreign Trade. He is a member of the Leaders Excellence Club at Harvard Square, a prestigious network of global leaders and executives.His mission is to leverage his expertise and insights to create value for the company, his team, customers, and the industry.