17 Sep
|
Pnb Metlife India Insurance Company
|
India
17 Sep
Pnb Metlife India Insurance Company
India
Client Consultation: Meet with current 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.
📌 Distribution Manager (India)
🏢 Pnb Metlife India Insurance Company
📍 India