Job Overview:

We are seeking Wealth Relationship Managers & Investment Counsellors to join our team in Gurdaspur, Punjab. This role involves providing personalized financial advice and investment solutions to clients.

Job Details:

The primary responsibility of this role is to build and maintain relationships with clients, understand their financial goals, and recommend suitable investment strategies.

Responsibilities:

• Develop and implement personalized financial plans for clients.
• Provide investment advice and recommendations based on clients' risk tolerance and financial objectives.
• Monitor and review clients' investment portfolios regularly.
• Identify new business opportunities and expand client base.
• Stay updated on market trends and industry regulations.

Requirements:

• Strong understanding of financial markets and investment products.
• Excellent communication and interpersonal skills.
• Proven track record in wealth management or financial advisory.
• Certifications such as CFA or CFP are preferred.

Benefits:

• Competitive salary and performance-based bonuses.
• Opportunities for career growth and professional development.
• Comprehensive benefits package including health insurance and retirement plans.

Other Details:

This position offers a dynamic work environment in the financial services industry in Gurdaspur, Punjab. Join our team and help clients achieve their financial goals.

We look forward to reviewing your application and welcoming talented individuals to our team in Gurdaspur, Punjab.