BENGALURU · FULLTIME
Financial Advisor
Fintoo Wealth
Bengaluru · onsite · Posted 14d ago
Sourced from
₹6.0L - ₹10.0L PA2–7 yrsfulltimeBengaluru
Your match
?
Sign in to see your match score, skill gaps & tailored resume.
Section · 01
About this role
Understand Clients financial needs.Give advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goals.Prepare Financial plans for clients and present them
Sourced from naukri · view original
Let the agent run this one for you.
Tailored resume, auto-apply, and referral lookup — in under 2 minutes.
Section · 02
Skills
Portfolio ManagementWealth ManagementNISMAdvisoryHNI AcquisitionFinancial PlanningCFPTax PlanningRetirement PlanningRIAInvestment Planning