Bonanza Portfolio Limited jobs - Wealth Management

Selected intern's day-to-day responsibilities include:

1. Communicate with the clients
2. Assist in developing and implementing financial plans for clients
3. Support advisors in client meetings, taking notes, and preparing necessary documents
4. Monitor market trends and provide regular updates to clients and the team
5. Collaborate with the team to develop personalized investment strategies for clients
6. Assist in the preparation of investment proposals and reports
7. Maintain accurate and up-to-date client records, ensuring confidentiality at all times

Note: only Delhi candidates apply.

Additional information:

1. Will Provide JOB within the group to the right candidate
2. Will support Interested persons, who want to open his /Her office own office of financial services

Note: No study should be pending.

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