Portfolio management: Build and monitor custom investment plans based on client goals and risk levels.Client relations: Meet clients regularly, understand their needs, and present performance updates.Financial planning: Advise on retirement, tax strategies, and risk reduction.Expert coordination: Work alongside accountants and estate attorneys to secure the client's financial future.
Pay: ₹19,283.45 - ₹45,323.82 per month
Benefits:
- Paid time off
- Provident Fund
Work Location: In person