....
Minimum 1 to 2 years of experience Industry - Micro Finance, Mutual Fund, Broker, Insurance, BFSI sector or Certified Financial Planner.
Candidate should possess Tech Savy & Local Networking skills.
Salar...
...Advisory and Analytical Skill,
Candidate Requirements
For Planner - SEBI regulations - A professional qualification or post-... ...economy, and local /global financial markets with cl...
...This is a full-time on-site role for a Certified Financial Planner at Financial Friend located in Jaipur. The role involves the day-... ...will work with a team of financial professionals to ...
...and financial trainings to support individuals in their career journey.
Role Description
This is a full-time on-site role as an Associate - Purchase at Milestone Career Planner in Kochi. The Associate - Purcha...
...independently and as part of a team
Excellent time management and organizational skills
Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar designations are ...
...Handling of PF, ESI, TDS and other statutory compliances.
GST related workings and filings
Employee reimbursements
Skills: (Planner/Associate/QC)
Excellent knowledge of accounting principles and procedure...
...We are looking for a Financial Planner to help clients manage their finances. You will be our clients trusted advisor in areas including... ...youre analytical, meticulous and customer-orient...
...ensure that all projects are completed on time, within budget and meet high quality standards.
Responsibilities
Coordinate... ...Familiarity with risk management and quality assurance...
...Generally the Financial Planner would collect the qualitativeinformation (client attitudes, life goals etc.) leaving the paraplanner tocollect... ...period.
Complete review packs inprepara...
Gandhinagar
Befree Finance and Accounting Business Process Outsourcing
