BENGALURU · FULLTIME
Certified Financial Planner
Inspire India Wealth
Bengaluru · onsite · Posted 12d ago
Sourced from
₹3.0L - ₹5.4L PA1–6 yrsfulltimeBengaluru
Your match
?
Sign in to see your match score, skill gaps & tailored resume.
Section · 01
About this role
Responsibilities:
- Meet with clients personally or virtually to understand their financial requirements, goals, priorities and expectations.
- Conduct detailed discussions with clients regarding expenses, assets, liabilities, existing investments .
Perks and benefits
House rent allowance, Health insurance, Life insurance, Accidental insurance, Provident fundSourced from naukri
Let the agent run this one for you.
Tailored resume, auto-apply, and referral lookup — in under 2 minutes.
Section · 02
Skills
HindiEnglishAsset ManagementCertified Financial PlannerKannadaWealth ManagementInvestment