Conduct "discovery meetings" with clients to learn about their financial objectives, income, expenses, risk tolerance, and tax status.
Financial planning and strategy:
Based on client data, create and present tailored strategies for investments, insurance coverage, savings plans, and cash management.
Market and investment analysis:
Analyze financial data and market performance to provide sound investment advice. Monitor portfolios and recommend adjustments due to market changes or shifts in a client's life.
Reporting:
Prepare summaries of financial documents, investment performance, and income projections for clients.
Job Types: Full-time, Permanent, Fresher
Pay: ₹25,000.00 - ₹35,000.00 per month
Benefits:
Health insurance
Life insurance
Paid sick time
Provident Fund
Work Location: In person
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