Financial Advisor Support

2 weeks ago


Ahmedabad, Gujarat, India i4 Knowledge Processing Full time ₹ 3,00,000 - ₹ 4,50,000 per year
  • Assist with onboarding workflows including account setup, custodian paperwork review and CRM updates.
  • Analyse and manage advisor workflows, compliance checklists, and operational task
  • Prepare detailed reports
  • Assistance in Portfolio Services

Provident fund


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