Urgent Opening- Financial Planner

Designation- Financial Planner Job Description 1. Regular Portfolio review of client 2. Preparing new portfolio of client 3. Assessing there risk & goals 4. Advising investment Instrument as per there need 5. Focusing on core product like ( Insurance, Mutual fund, PMS & Corporate FD) Desired Candidate profile- Candidate must have minimum 2 to 5 years of...

Designation- Financial Planner Job Description 1. Regular Portfolio review of client 2. Preparing new portfolio of client 3. Assessing there risk & goals 4. Advising investment Instrument as per there need 5. Focusing on core product like ( Insurance, Mutual fund, PMS & Corporate FD) Desired Candidate profile- Candidate must have minimum 2 to 5 years of...

Designation- Financial Planner Job Description 1. Regular Portfolio review of client 2. Preparing new portfolio of client 3. Assessing there risk & goals 4. Advising investment Instrument as per there need 5. Focusing on core product like ( Insurance, Mutual fund, PMS & Corporate FD) Desired Candidate profile- Candidate must have minimum 2 to 5 years of...

Designation- Financial PlannerJob Description1. Regular Portfolio review of client2. Preparing new portfolio of client3. Assessing there risk & goals4. Advising investment Instrument as per there need5. Focusing on core product like ( Insurance, Mutual fund, PMS & Corporate FD)Desired Candidate profile- Candidate must have minimum 2 to 5 years of experience...

Job Description – CFP Candidate (Advisory & Research Analytics)We are looking for a qualified CFP (Certified Financial Planner) with strong analytical skills to join our Advisory & Research Analytics team.Key Responsibilities:· Develop and write financial planning logic for various advisory tools and modules.· Conduct research and support analytics for...

Job Description – CFP Candidate (Advisory & Research Analytics) We are looking for a qualified CFP (Certified Financial Planner) with strong analytical skills to join our Advisory & Research Analytics team. Key Responsibilities: · Develop and write financial planning logic for various advisory tools and modules. · Conduct research and support analytics...

Job Description – CFP Candidate (Advisory & Research Analytics)We are looking for a qualified CFP (Certified Financial Planner) with strong analytical skills to join our Advisory & Research Analytics team.Key Responsibilities:· Develop and write financial planning logic for various advisory tools and modules.· Conduct research and support analytics for...

Job Description – CFP Candidate (Advisory & Research Analytics)We are looking for a qualified CFP (Certified Financial Planner) with strong analytical skills to join our Advisory & Research Analytics team.Key Responsibilities:· Develop and write financial planning logic for various advisory tools and modules.· Conduct research and support analytics for...

Job Description – CFP Candidate (Advisory & Research Analytics) We are looking for a qualified CFP (Certified Financial Planner) with strong analytical skills to join our Advisory & Research Analytics team. Key Responsibilities: · Develop and write financial planning logic for various advisory tools and modules. · Conduct research and support analytics...

Job Description – CFP Candidate (Advisory & Research Analytics)We are looking for a qualified CFP (Certified Financial Planner) with strong analytical skills to join our Advisory & Research Analytics team.Key Responsibilities:· Develop and write financial planning logic for various advisory tools and modules.· Conduct research and support analytics for...