 
						Paraplanner
2 days 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