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Senior Financial Advisor Fintoo

2.0 - 6.0 years

0 Lacs

maharashtra

On-site

Role Overview: As a Financial Advisor at FINTOO, you will play a crucial role in providing personalized financial advice and guidance to clients. Your deep understanding of financial markets and financial planning theories will be essential in developing investment strategies, asset allocation, and debt restructuring to help clients achieve their financial goals. Key Responsibilities: - Develop and maintain strong relationships with clients, understanding their unique financial needs and goals. - Provide personalized advisory services, including ESOP diversification, investment recommendations, and tax-efficient planning. - Create, review, and optimize financial plans tailored to each client...

Posted 4 days ago

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