2.0 - 6.0 years

0 Lacs

maharashtra

On-site

Role Overview: As a Financial Advisor at FINTOO, you will play a crucial role in providing personalized financial advice and guidance to clients. Your responsibilities will include developing investment strategies, asset allocation, and debt restructuring. You will have the opportunity to engage with clients, analyze market trends, and contribute to the growth of the business. Key Responsibilities: - Develop and maintain strong relationships with clients, understanding their unique financial needs and goals. - Provide personalized advisory services such as ESOP diversification, investment recommendations, and tax-efficient planning. - Create, review, and optimize financial plans tailored to ...

Posted 2 days ago

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