Designation - Financial Planner
1. Client Acquisition for FINANCIAL PLANNING through leads and own source
2. Understanding the client’s financial goals and needs
3. Recommend products according hi/her needs and risk profile
4. Check client’s financial goals regularly and also suggest any changes if required.
Help clients to achieve his/her financial freedom.
Requirements and skills
Redefine Wealth Financial Services LLP is a Noida based Financial planning and Portfolio Management company. We deal in different financial products including Mutual Funds, PMS. We manage mostly HNIs and Corporate. We manage appx 200 Crores of Asset under Management and deals with more than 1000 clients for goal based financial planning.
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