HDFC Bank Recruitment

HDFC Bank, India's leading private sector bank, is seeking a dynamic and experienced Financial Planner to join our expanding Wealth Management team. As a Financial Planner, you will play a pivotal role in providing comprehensive financial planning and advisory services to our high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNWIs), helping them achieve their financial goals and secure their financial future.

Responsibility :

Conduct in-depth financial planning assessments to understand clients' financial situation, risk tolerance, and investment goals
Develop and implement personalized financial plans, tailored to each client's unique needs and objectives
Recommend and manage a diversified portfolio of investment products, including stocks, bonds, mutual funds, and alternative investments
Provide ongoing financial advice and guidance to clients, ensuring their financial plans remain aligned with their evolving needs and market conditions
Conduct regular portfolio reviews and make adjustments as needed to optimize performance and mitigate risk
Educate clients on financial planning principles, investment strategies, and wealth management techniques
Build and maintain strong relationships with clients, fostering trust and confidence in your expertise and advice