Key Responsibilities
- Develop and manage relationships with high-net-worth individuals (HNWIs) and clients.
- Assess clients’ financial situations, goals, risk tolerance, and investment preferences.
- Provide advice on:
- Investments
- Retirement planning
- Tax planning
- Estate planning
- Insurance solutions
- Build customized wealth management and portfolio strategies.
- Monitor investment performance and market trends.
- Coordinate with investment analysts, bankers, tax advisors, and legal professionals.
- Ensure compliance with financial regulations and company policies.
- Generate new business through networking, referrals, and client acquisition.
Pay: ₹450,000.00 - ₹550,000.00 per year
Benefits:
- Cell phone reimbursement
- Provident Fund
Work Location: In person
