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
