Job Opportunities in India
September 10, 2024
1 Finance
Thane
Financial Planner
Financial Concierge
FPC- Thane
2 - 6 Years Of Experience
No. of Openings - 1
Responsibilities:
Skills:
- Understand 1 Finance Approach and services
- Create a financial plan after understanding the client profile
- Keep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progress
- Verifying and cross-checking the generated financial plans
- Perform client service activities
- Make nudges for the clients
- Ensuring compliance with quality and safety requirements
Skills:
- Strong Analytical and problem-solving skills
- Collaborative and result oriented
- Structured approach of thinking and execution
- Experience in working in agile practices
We regret to inform you that this job opportunity is no longer available
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