2.0 - 5.0 years

2 - 5 Lacs

Gurgaon / Gurugram, Haryana, India

On-site

Keep an eye on the Client s Financial Plan and hold meetings to discuss the action plans progress Assist the members in executing the Financial Plan after understanding the client profile Design the communication strategy for executing the advisory including relevant nudges for the clients

Posted 1 month ago

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Financial Planner 1 Finance

2.0 - 6.0 years

2 - 6 Lacs

Gurgaon / Gurugram, Haryana, India

On-site

Create a financial plan after understanding the client profile Keep an eye on the Client s Financial Plan and hold meetings to discuss the action plans progress Verifying and cross-checking the generated financial plans

Posted 1 month ago

Apply

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