Pune
INR 2.5 - 3.0 Lacs P.A.
Work from Office
Full Time
Key Responsibilities: Financial Assessment: Analyzing clients' financial status (income, expenses, assets, liabilities, risk tolerance). Financial Planning: Developing short-term and long-term financial plans, including retirement and estate planning. Investment Advice: Recommending suitable investment strategies, insurance products, and tax-saving options. Guidance and Support: Providing advice on budgeting, debt management, cash flow, and offering support during financial crises. Implementation & Monitoring: Helping clients implement financial plans and monitoring their progress. Staying Updated: Keeping abreast of financial regulations, market trends, and economic changes. Building Relationships: Fostering trust and long-term relationships with clients. Key Skills: Financial Analysis: Ability to analyze complex financial data and identify areas for improvement. Communication: Effectively communicating financial information and recommendations to clients. Problem-Solving: Identifying and resolving financial challenges for clients. Product Knowledge: Understanding various financial products (investments, insurance, etc.) and their suitability for different clients. Ethical Conduct: Maintaining a fiduciary duty to act in the best interests of clients.
Pune
INR 2.5 - 3.5 Lacs P.A.
Work from Office
Full Time
Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Provide financial advisory services, including investment planning, portfolio management, and mutual fund sales. Develop and implement effective wealth management strategies for HNI clients. Identify cross-selling opportunities for other banking products and services. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 0-1 year of experience in Wealth Management or related field (e.g., Investment Banking). Certified Financial Planner (CFP) certification preferred but not mandatory. Strong understanding of Investment Advisory, Financial Advisory, Investment Planning, Mutual Funds, Investment Products, Financial Planning, Investment Analysis, Investment Strategies, Fund Management.
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