Financial Planner

5 hours ago


Alwar, Rajasthan, India beBeeFinance Full time ₹ 30,00,000 - ₹ 60,00,000

Role Overview

The Associate position involves assisting with financial planning and advisory services, as well as managing client relationships, conducting market research, preparing financial reports, and supporting senior financial advisors.

  • Key Responsibilities:
  • Financial Planning and Advisory Services
  • Client Relationship Management
  • Market Research and Financial Reporting
  • Supporting Senior Financial Advisors

Requirements

  • Financial Planning, Financial Advisory and Investment Strategy skills
  • Experience in conducting Market Research and preparing Financial Reports
  • Strong Analytical skills and ability to analyze Financial Data
  • Client Relationship Management skills
  • Excellent written and verbal communication skills

Education and Qualification

  • Bachelor's degree in Finance, Economics, Business, or related field. MBA in finance will be an added advantage.

How to Apply

  • Please submit your CV through the designated channel.


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