09 Sep
|
SKS Enterpprises - Human Resource Planning and Management
|
Borivali
09 Sep
SKS Enterpprises - Human Resource Planning and Management
Borivali
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Working with the clients to gather data and to insert data into system.
Qualifications
- Bachelor's degree in Finance or related field
- 2-6 years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
- Valuable to Have - Experience in Tally, Frontending experience with clients
Office Location - Borivali
📌 Financial Accountant (Borivali)
🏢 SKS Enterpprises - Human Resource Planning and Management
📍 Borivali