- Client Consultation: Meet with new and existing clients to evaluate their financial goals, risk tolerance, income, and liabilities.
- Financial Planning: Design customized plans for retirement, investments, tax strategies, and estate planning.
- Portfolio Management: Research market trends, allocate assets, and regularly rebalance client portfolios.
- Client Education: Explain complex financial options, product benefits, and potential risks in simple terms.
- Business Development: Prospect, network, and acquire current clients to build your practice.
📌 Financial Advisor (Bhubaneswar)
🏢 Bajaj Life Insurance Company
📍 Bhubaneswar
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