Relationship Management: Acquiring and retaining high-net-worth individuals (HNIs), acting as their primary financial partner to understand financial goals.Portfolio Management: Developing and implementing personalized investment strategies, including asset allocation and portfolio optimization.Financial Advisory: Providing expert advice on investments, tax planning, estate planning, risk management, and retirement solutions.Market Analysis: Monitoring financial markets and economic trends to identify investment opportunities and adjust strategies.Business Development: Actively growing Assets Under Management (AUM) by identifying new clients and cross-selling financial products.Compliance: Ensuring all financial activities adhere to regulatory standards and internal policies.
Job Types: Full-time, Part-time, Permanent, Fresher, Internship
Pay: ₹19,758.31 - ₹49,224.32 per month
Benefits:
Work Location: In person
