Haardik Nayak Wealth Management

You will be providing financial advice and guidance to clients regarding personal or business finance. This involves analyzing the client's financial status, goals, and investment preferences, developing and implementing comprehensive financial plans, advising on investment strategies and risk management, and monitoring investments to adjust strategies as necessary. Additionally, you will advise clients on retirement planning, including estimating income needs and developing a plan to achieve those goals. Recommending investments like Mutual Funds, Portfolio Management, and insurance products such as Life, Health, and Motor insurance will be part of your role. You will also educate clients on financial literacy and investment best practices while networking and building relationships with potential clients to expand the client base. It will be your responsibility to maintain accurate records of all client interactions and financial transactions. Staying up-to-date with changes in financial laws, regulations, and investment products is crucial for this role. The ideal candidate should possess financial knowledge, confidence, self-motivation, excellent sales skills, strong communication skills, and good presentation skills.,