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Financial Wealth Strategist

1 month ago

Delhi, Delhi, India HDFC Tru Full time

Company Overview

HDFC Tru is a pioneering investment advisory firm dedicated to helping clients achieve their financial goals. With decades of experience, we provide expert guidance and support tailored to each individual's needs.

Salary

The estimated salary for this role is ₹1.2 crore per annum, taking into account the location in New Delhi and the requirements of the position.

Job Description

As a Financial Wealth Strategist at HDFC Tru, you will be responsible for developing personalized investment strategies, managing client relationships, and providing exceptional customer service.

Key Responsibilities

  • Design and implement customized investment plans for high-net-worth individuals
  • Maintain strong relationships with existing clients through regular communication and portfolio reviews
  • Identify new business opportunities and expand the client base
  • Stay updated on market trends and regulatory changes to provide informed advice

Requirements

To succeed in this role, you will need:

  • A minimum of 10-12 years of experience in wealth management, investments, or a related field
  • Excellent communication and interpersonal skills to build trust with clients
  • Strong analytical and problem-solving abilities to navigate complex financial situations
  • A Bachelor's or Master's degree in Finance, Economics, Business, or a related field

About HDFC Tru

HDFC Tru is committed to delivering exceptional investment advisory services that align with our clients' unique goals and values. We believe in fostering long-term relationships built on trust, integrity, and expertise.