Urgent Requirement- Financial Planner

Designation- Financial Planner

Job Description

1. Regular Portfolio review of client

2. Preparing new portfolio of client

3. Assessing there risk & goals

4. Advising investment Instrument as per there need

5. Focusing on core product like ( Insurance, Mutual fund, PMS & Corporate FD)

Desired Candidate profile- Candidate must have minimum 2 to 5 years of experience into Investment Advisory & Financial Planning

Location- Gurgaon & Nehru place

Interested Candidate can mail there resume to

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