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Financial Planner

3 months ago

Cochin, Kerala, India timesjobs Full time
Deepa Mahori Consultants is a leading Recruitment Solution for candidates seeking immediate employment in top Companies across India.

Candidate to carry out the following duties/responsibility:
Provide financial planning and investment advisory services.
Research and present investment strategies.
Develop and execute retirement planning.
Implement risk management and tax planning strategies.
Coordinate estate planning.
Manage client relationships.
Identify and cultivate new clients.
Develop and grow a book of business.
Open, transfer, and manage client accounts.
Prepare financial policy and procedure documentation.
Identify financial process improvement.
Generate and process paper and electronic documents.

Submit your updates cv to our email below for immediate feedback
deepamahoriconsultants [at] gmail {dot} com
Goodluck.