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Finance Expert

Finance Expert

Future N Career

2 - 7 years

4 - 6 Lacs

mumbai mumbai suburban mumbai (all areas)

Posted:2 months ago| Platform:

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Skills Required

financial advisory nism wealth management financial planning tax consulting cfp finance planner cfa

Work Mode

Work from Office

Job Type

Full Time

Job Description

Understand the client's financial situation, needs & goals
Diagnose financial gaps & suggest actionable solutionsPrepare financial health reports, plan summaries & action plansStay updated on financial products, regulatory changes & market dev

Required Candidate profile

Exp in personal finance advisory, wealth management, financial planning, or tax consultingStrong understanding of Indian financial products, taxation, EPF rules & compliance Excellent Communication

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Finance Expert