<p>Focus: Personal Finance | Wealth Management | Client Engagement</p>
<ol>
<li>Conducted in-depth analysis of diverse financial products including Mutual Funds, ULIPs, Term Insurance, and Fixed Deposits to evaluate product suitability based on client risk profiles, return expectations, and prevailing market trends.</li>
<li>Designed tailored investment strategies in collaboration with senior advisors, aligning recommendations with each client&rsquo;s Investment Policy Statement (IPS) to achieve an optimal balance between growth, liquidity, and capital protection.</li>
<li>Delivered tax-efficient advisory solutions by recommending investments under Section 80C and related provisions, enabling eligible clients to reduce taxable income by up to 20% annually through structured financial planning.</li>
<li>Managed and retained a portfolio of 150+ clients, maintaining proactive communication and providing regular financial insights to ensure high client satisfaction and repeat engagement.</li>
<li>Led client engagement and onboarding by initiating investment conversations, presenting customized product portfolios, converting prospects into long-term clients, and ensuring full compliance with regulatory requirements.</li>
</ol>