1) Develop and maintain relationships with new and existing clients.
2) Understand clients’ financial goals, risk appetite, and investment preferences.
3) Provide advisory services on:
Mutual Funds
Equity & Debt Investments
Insurance Products
PMS/AIF
Retirement & Tax Planning
4) Build customized wealth management and financial planning solutions.
5) Monitor portfolio performance and provide periodic reviews.
6) Generate revenue through investment product sales and advisory services.
7) Ensure compliance with regulatory and internal policies.
8) Stay updated on market trends, economic developments, and investment products.
9) Coordinate with research, operations, and product teams for seamless client servicing.
Pay: ₹25,000.00 - ₹40,000.00 per month
Work Location: In person
