Financial Planner
Job details
Responsibilities:Create a financial plan after understanding the client profile.Understand 1 Finance Approach and services.Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress.Verifying and cross-checking the generated financial plans.Perform client service activities.Make nudges for the clients.Ensuring compliance with quality and safety requirements.Skills:Analytic and problem-solving skillCollaborative and result oriented.Should possess high level of interpersonal and communication skills and be an effective team player.Proficient knowledge of MS Excel and Tools. PRB
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