• Focus: Personal Finance | Wealth Management | Client Engagement
• 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.
• Designed tailored investment strategies in collaboration with senior advisors, aligning recommendations with each client’s Investment Policy Statement (IPS) to achieve an optimal balance between growth, liquidity, and capital protection.
• 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.
• Managed and retained a portfolio of 150+ clients, maintaining proactive communication and providing regular financial insights to ensure high client satisfaction and repeat engagement.
• 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.