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Financial Planning Analyst/Advisory Careernet

1.0 - 5.0 years

5 - 7 Lacs

noida, new delhi, gurugram

Work from Office

We are hiring an Analyst-Financial Advisory Role & responsibilities The candidate will be responsible for working with a dedicated advisor/team of financial advisors and staff to help provide outstanding service to the clients. Role & responsibilities: Preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.). Create the agenda and summary of meetings and provide necessary follow-up. Prepare and ensure new business Assisting in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors Preferred candidate profile...

Posted 11 hours ago

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