Financial Advisor Borivali

Financial Advisor Borivali

10 Sep
|
SKS Enterpprises - Human Resource Planning and Management
|
Borivali

10 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
5+ years' of industry experience
Solid understanding of the investment business
Excellent interpersonal skills
Positive to Have - Experience in Tally, Frontending experience with clients

Office Location - Borivali

📌 Financial Advisor Borivali
🏢 SKS Enterpprises - Human Resource Planning and Management
📍 Borivali

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