Amit Kumar

• 1. Client Relationship Management:
  Build and maintain long-term relationships with clients.
  Understand clients' financial goals, such as retirement, education, or wealth transfer.
  Regularly meet with clients to review their financial status and adjust strategies.
  2. Financial Planning and Advice:
  Assess clients' financial situations, including income, expenses, debts, and assets.
  Develop comprehensive financial plans that may include retirement planning, tax planning, insurance strategies, and estate planning.
  Provide guidance on investments, including stocks, bonds, mutual funds, real estate, and alternative investments.
  3. Investment Management:
  Recommend appropriate investment options based on the client's goals and risk tolerance.
  Monitor market trends and provide timely advice on market conditions.
  Rebalance portfolios to ensure alignment with the client’s goals.
  

1) Market Analysis: Identify potential clients and industry trends to target the right audience.

2) Relationship Building: Develop strong client relationships by understanding their needs and ensuring satisfaction.

3) Negotiation: Address concerns and close deals to meet sales targets.

4) Communication Skills: Use effective verbal communication to engage clients and understand their needs..

I was an active member of NSS team during my graduation

• I navigated my way through different roles and responsibilities in various cleanliness drives, plantation drive and even educational volunteering