Posted:3 days ago|
Platform:
On-site
Full Time
Key Highlights:
Virtual client advisory (Voice & Video)
Provide investment, insurance, and financial planning guidance
Build long-term client relationships
Stay updated on financial products & compliance
Eligibility:
Graduate (any stream)
NISM XA-B certified (mandatory)
Versant Level 4/5 or good English communication
Freshers & experienced both can apply
Preferred: CWM, CFS, IRDAI License, or CFP holders
Technotask Business Solutions Pvt Ltd
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