Posted:1 week ago|
Platform:
On-site
Full Time
Key Responsibilities
Provide personalized investment advice and financial planning solutions to HNI and UHNI clients.
Design and implement goal-based financial plans considering client’s risk appetite, time horizon, and financial objectives.
Conduct portfolio analysis and recommend suitable investment strategies across mutual funds, insurance, and other financial products.
Manage and grow client relationships through consistent communication and portfolio reviews.
Acquire new clients through referrals, networking, and business development activities.
Stay updated on market trends, product knowledge, and regulatory guidelines.
Compensation & Benefits
Job Type: Full-time
Pay: ₹15,000.00 - ₹20,000.00 per month
Work Location: In person
PrimeIdea Ventures
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