...company will be given.
# Build up the sales funnel via Client Meetings or Virtual Presentations to clients.
# To conduct and assist in... ...Financial Planning, Estate Planning, and Certi...
....
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 ...
...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...
...Role Summary
The project planner person role will be required to plan, manage and monitor works using project
management tools, including... ...planners, to
ensure delivery is consis...
...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
