Experience
3 - 8 yrs
Job Location
Pune, India
Vacancy
1
Designation
Financial Advisor
Job Type
ONSITE
Job Description
We are searching a good team player to join our team.
Finance Advisor Minimum of three years of finance or Banking domain experience. Experience and Qualifications:
Minimum of three years of finance or Banking domain experience.
Key responsibilities: - Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Respond to prospective customer queries about financial planning
- Assist in the development plans for the company
- Offer subject matter expertise to fellow Financial Advisors
- Maintain awareness of latest legislative changes that may affect financial planning