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Jobs in Gurgaon / Gurugram
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Financial Planner

Financial Planner

2 - 6 years

|

2 - 6 Lacs

Gurgaon / Gurugram Haryana India

Posted:3 months ago| Platform: Foundit logo

Apply

Skills Required

Financial Planning client profiling plan monitoring review meetings accuracy verification action plan tracking

Work Mode

On-site

Job Type

Full Time

Job Description

Create a financial plan after understanding the client profile Keep an eye on the Client s Financial Plan and hold meetings to discuss the action plans progress Verifying and cross-checking the generated financial plans

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