Sweta .

• Manage a portfolio of over 120 high-net-worth families, providing customized wealth management strategies, including investment, tax, and retirement planning.
• Managed client accounts by monitoring performance of investments and recommending adjustments as needed.
• Reviewed existing customer portfolios and recommended suitable modifications for enhanced returns.
• Compiled weekly, monthly, quarterly reports summarizing the performance of client assets under management.
• Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.

• To cater to an individual client's relationship by giving advice on financial investments, while trying to generate new business and clients for the entity.
• Provided timely responses to customer queries regarding their financial matters via email or phone calls.
• Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
• Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
• Acquiring new HNI clients and on-boarding them, keeping their financial needs and requirements in mind, by conducting a 360-degree review.

Ensuring all Banking and Financial requirements of the Client are serviced on time. Acquisition and relationship growth of HNI customers by doing 360 degree review. Helping client in growing their portfolio by understanding their need, risk appetite and horizon and designing portfolio in various instruments like Mutual Fund, Life Insurance, General Insurance, PMS, AIFs, Fixed Deposit and SIPs.

• Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
• Developed long-term relationships with clients through regular meetings and reviews of their investments.
• Communicated regularly with clients regarding any changes or updates in the status of their investments.
• Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.