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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 weeks ago
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