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1 Finance logo
Execution Desk Specialist 1 Finance

2.0 - 5.0 years

2 - 5 Lacs

Gurgaon / Gurugram, Haryana, India

On-site

Foundit logo

Keep an eye on the Client s Financial Plan and hold meetings to discuss the action plans progress Assist the members in executing the Financial Plan after understanding the client profile Design the communication strategy for executing the advisory including relevant nudges for the clients

Posted 2 weeks ago

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