Job Description: -> Develop personal financial plans for clients covering cash management, finances, insurance coverage, investments, retirement and estate planning, taxes and legal matters -> Analyze clients' financial records, set goals and develop a financial strategy -> Advise clients on implementing the financial plan to help them achieve their goals -> May also arrange for the purchase and sale of financial products and investments depending on the licence held, and monitor the portfolio to ensure its quality and profitability -> May help to expand business and attract new clients.
Designation: Account Manager Experience: 2 to 10 years Salary Range: INR 40 Lacs - 75 Lacs Preferred Locations: Canada, Australia