Position title
HDFC Bank Recruitment 2023 - HDFC Bank Careers - Financial Planner Post
Job Location
India
Remote work from: IND




Base Salary
USD10,000-USD16,500 Per month
Qualifications

Graduate

Employment Type
Full-time





Description

HDFC Bank Recruitment 2023

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




HDFC Bank Jobs Near Me

Skills :

  • Strong understanding of financial planning principles and practices
  • In-depth knowledge of investment products, asset classes, and market trends
  • Excellent analytical and problem-solving skills
  • Ability to communicate complex financial concepts in a clear and understandable manner
  • Strong interpersonal and communication skills, with the ability to build rapport and trust with clients
  • Proficient in financial planning software and tools
Important Links

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Date posted
December 6, 2023
Valid through
March 31, 2024
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Position: HDFC Bank Recruitment 2023 - HDFC Bank Careers - Financial Planner Post

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