BENGALURU · FULLTIME
Executive
Happywise Financial Services
Bengaluru · onsite · Posted 11d ago
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₹43.2L - ₹57.6L PA0–4 yrsfulltimeBengaluru
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Section · 01
About this role
Hiring: Client Engagement Executive at HappyWise!
- 1-4 yrs financial planning/paraplanning exp
- CFP/QPFP preferred
- Strong mutual fund & insurance knowledge
- Support advisory team & grow with us
Apply with your resume today!
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Section · 02
Skills
Investment PlanningEnglishFinancial ProductsMutual FundsKannadaMutual Fund ResearchInvestment Analysisfinancial analysisFinancial PlanningMS Office