Advisor Maxlife insurance company Pvt ltd

5.0 - 9.0 years

0 Lacs

delhi

On-site

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. You should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy Qualifications - Bachelor's degree in Finance or related field - 5+ years" of industry experience - Strong understanding of the investment business - Excellent interpersonal skills,

Posted 2 days ago

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