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Para Planner / Service Advisor in a Reputed Wealth Financial Company

PRISMCONSULTANTS
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1,00,000 - 4,00,000 P.A. Posted 25 days ago Job Applicants: 48 Job Views: 362

Job Description

 
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    1.Client portfolio reviews and change recommendations
    2.Assisting investment advisors in financial plan data collection and client coordination
    3.Financial plan creation

    Call -9619621135/ 9619929608.
    Email id- kanchan@prismconsultant.co.in

Salary: INR 1,00,000 - 4,00,000 P.A.

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Mutual Funds/Fund Management/Asset Management

Role:Operations Executive

Employment Type: Permanent Job, Full Time

Keyskills

Desired Candidate Profile

    1.Analytical ability
    2.Comfortable with numbers
    3.Comfortable with meeting and interacting with people
    4.Sound planning and product knowledge,
    exp- 1 year relevant.
    Call -9619621135/ 9619929608.
    Email- Kanchan@prismconsultant.co.in
Company Profile:

PRISMCONSULTANTS

Prism Consultant is a Placement Organisation, catering to human resources needs of Corporate World.
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