Paraplanner Finoviser Financial Services

  • company name Finoviser Financial Services
  • working location Office Location
  • job type Full Time

Experience: 1 - 1 years required

Pay:

Salary Information not included

Type: Full Time

Location: All India

Skills: Investment Planning, Retirement Planning, Client Relationship Management, Investment Management, XL, PPT, Investment review, rebalancing, Great English written, Verbal communication

About Finoviser Financial Services

Job Description

V Financial Services : A wealth advisory firm, V-Financial Services, has been rendering innovative and unequalled financial solutions to corporates as well as individuals. As a group of qualified financial professionals with an enriched experience of 20+ years in the BFSI sector, VFS has emerged as a female-led company with cosmopolitan presence. Only female candidates from in and around Navi-Mumbai . 1 year exp as financial planner in any wealth management firm, Broking firm etc. must be strong in investment planning, retirement planning . Strong in XL and Ppt and hands on exp on the same. CFP certification must or must be in final year of CFP . Should be strong in . - Client relationship management - investment management - investment review and rebalancing - Great English written and verbal communication CTC: As per company standards Job Type: Full-time Benefits: Cell phone reimbursement Schedule: Day shift Work Location: In person Speak with the employer +91 8976926822,