Posted:6 days ago|
Platform:
Work from Office
Full Time
2. Support in Business Acquisition through Financial Planning
a. Prepare goal based financial planning reports
b. Have regular portfolio reviews with existing customers
c. Communication with clients on phone to fix appointments
d. Develop and grow client relationship
e. Client referral management
2. Client Support
3. Processing and administrative work
Nexxora Innovation and Tech Solutions Pvt. Ltd
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