Wealth Consultant

Responsibilities

• Acquire new clients through referrals, networking, digital marketing leads, and business development initiatives.
• Conduct detailed financial need analysis to understand clients' financial goals, risk appetite, investment horizon, and protection requirements.
• Advise clients on Mutual Funds, SIPs, Dollar Investments, Life Insurance, and Term Insurance solutions.
• Recommend suitable investment strategies for wealth creation, retirement planning, children's education, and long‑term financial goals.
• Promote Dollar Investment opportunities including global investment plans, USD‑denominated savings solutions, and international wealth accumulation strategies.
• Educate clients on the benefits of investing in global markets and diversifying portfolios through dollar‑based investments.
• Design customized financial plans that combine investment growth and financial protection.
• Conduct regular portfolio...