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