Paraplanner
1 week ago
Shree Rama International
We are hiring a Paraplanner who can assist the sales team in making financial plans for clients.
work to be done
- assist the sales team in making financial plans for our clients
- doing analysis
- have good knowledge of mutual funds, stocks and other financial products
- have a background in finance
- know MS Office & google sheets
- be good with english
- good analytical skills
salary - 8000 - 15000 per month
Pay: ₹8,000.00 - ₹15,000.00 per month
Work Location: In person
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Paraplanner
2 weeks ago
Mahatma Gandhi Road, Bengaluru, Karnataka, India Kloud Connect Tech Full time**Job description** **Role & responsibilities**: - Conduct in-depth analysis of clients' financial situations, including income, expenses, assets, and liabilities. - Conduct research related to investment products, insurance policies, and other financial instruments. This involves gathering information, analysing product features, and preparing reports for...
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Paraplanner
6 days ago
Mahatma Gandhi Road, Bengaluru, Karnataka, India Kloud Connect Tech Full time**Job description** **Role & responsibilities**: - Conduct in-depth analysis of clients' financial situations, including income, expenses, assets, and liabilities. - Conduct research related to investment products, insurance policies, and other financial instruments. This involves gathering information, analysing product features, and preparing reports for...