Finnace Executive / Team Leader

0 - 31 years

0 Lacs

Work From Home

Posted:1 year ago| Platform: Apna logo

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Skills Required

planning support development

Work Mode

On-site

Job Type

Part Time

Job Description

Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Respond to prospective customer queries about financial planning Assist in the development plans for the company Offer subject matter expertise to fellow Financial Advisors

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