Job Overview:

We are seeking a Manager for an Individual Retirement Account (IRA) role in Banga, Punjab. This position involves overseeing IRA accounts and providing financial guidance to clients.

Job Details:

The Manager-IRA will be responsible for managing a portfolio of IRA accounts, ensuring compliance with regulations, and helping clients make informed investment decisions.

Responsibilities:

• Manage and monitor IRA accounts.
• Provide personalized financial advice to clients.
• Ensure compliance with IRA regulations.
• Assist clients in making investment decisions.
• Review and update clients' IRA portfolios regularly.

Requirements:

• Bachelor's degree in Finance or related field.
• Experience in financial planning and IRA management.
• Strong knowledge of investment strategies.
• Excellent communication and interpersonal skills.

Benefits:

• Competitive salary.
• Health insurance benefits.
• Professional development opportunities.

Other Details:

This role offers a great opportunity for a finance professional to make a meaningful impact in the Banga, Punjab community. Join our team and help clients secure their financial futures.

We welcome dedicated individuals who are passionate about financial planning to apply and grow with us in Banga, Punjab.