Certified Financial Planner
Year Pune, Maharashtra, India
Job Description
1) Candidate must be CFP / SEBI Certified2) To prepare comprehensive Financial Plan for Clients.3) To fix meeting with clients periodically and to review the Financial Plan.4) To review the Investment Strategy and to suggest any modification if required after confirming from the Investment Advisor Team Leader.5) To work as profit center for Client and the organization.6) To act as single point of contact for Investment Advisory ClientsJob Types: Full-time, Freelance, Internship, Volunteer, Part-time, FresherSchedule:
- Morning shift
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Job Detail
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Job IdJD2879510
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationPune, Maharashtra, India
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EducationNot mentioned
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ExperienceYear