2.0 - 7.0 years

4 - 5 Lacs

Mumbai, Mumbai Suburban, Mumbai (All Areas)

Work from Office

Understand the client's financial situation, needs & goals Diagnose financial gaps & suggest actionable solutions Prepare financial health reports, plan summaries & action plans Stay updated on financial products, regulatory changes & market dev Required Candidate profile Exp in personal finance advisory, wealth management, financial planning, or tax consulting Strong understanding of Indian financial products, taxation, EPF rules & compliance Excellent Communication

Posted 2 months ago

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