Paraplanner

11 hours ago

Jaipur, Rajasthan, India Ark Primary Advisor Full time ₹ 1,50,000 - ₹ 28,00,000 per year

Responsibilities:

* Prepare financial plans using Excel & PowerPoint

* Collaborate with advisors on client needs analysis

* Ensure compliance with KYC policies

* Manage portfolios through finance expertise & assist Financial Planners with the clients

Health insurance

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