Market Lead (Ludhiana)

Manage a portfolio of high-net-worth individuals by developing long-term relationships, conducting regular meetings to assess financial goals, and serving as the primary point of contact for personalized wealth solutions. Provide bespoke financial planning covering investment, estate, tax, and retirement strategies while monitoring portfolios against evolving objectives and market trends. Identify new business opportunities through networking and client events, collaborate with internal teams to deliver comprehensive solutions, and ensure all transactions comply with regulatory requirements and risk protocols.