About the role
• Engage with the customers regularly and conduct their portfolio reviews.
• Understand the customer's goals, aims and aspirations and ensure his investment strategy is aligned with it.
• Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
• Prepare and interpret client information such as investment performance reports, financial documents, summaries, and income projections.
• Explain the concept of financial planning to clients and work closely with clients for the creation and implementation of their financial plans
• Deep understanding of the financial products – mutual funds, bonds, corporate fixed deposits, life and non-life insurance, PMS & other wealth services.
• Handhold customers throughout their investment journey. Manage the customer’s emotions across different market cycles and help them avoid behavioural mistakes.
• Be an ally to customers and help them with all their financial needs/requirements