• 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

📌 Senior RM (Bengaluru)
🏢 Corporate Stalwarts
📍 Bengaluru