Build and maintain long-term relationships with clients.
Conduct financial assessments to understand clients' goals, risk tolerance, and current financial situation.
Develop personalized financial plans, covering investments, retirement, insurance, and tax strategies.
Provide ongoing advisory support and adjust plans as clients' needs change.
Recommend investment products based on clients' profiles and market conditions.
Analyze financial data, market trends, and economic conditions to give sound advice.
Monitor client portfolios and suggest rebalancing or adjustments when necessary.
Job location will be in Bangalore.
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