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Hiring For AVP / VP - Wealth Manager NLB Services

7.0 - 12.0 years

37 - 85 Lacs

Bengaluru, Delhi / NCR, Mumbai (All Areas)

Work from Office

Objectives of this role Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changin...

Posted 3 months ago

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