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Category Jobs
Name Sanchit Taksali
Company Name IFA
City & State Jaipur
ARN Number -Select One-
Email ID sanchit.taksali@gmail.com
Mobile No 9929901248
 
Title Freelancer Financial Advisor/Planner
Offer Details Following responsibilities that applicant has to undertake: 1. Has to prepare and maintain MIS of clients on Spreadsheet 2. Acquire and Maintain Existing Client 3. Prepare Financial Plan on the basis of deep analysis of client's financial goals Following skills, we are looking for candidates- 1. Should be at least graduate. Master degree holder are most welcome 2. Must possess the empirical knowledge of Financial Products like equity, mutual funds, insurance, etc. 3. Loves to travel 4. Must own a vehicle 5. Must be a fresher/experienced in dealing with clients 6. Enthusiastic 7. Must have the basic knowledge of MS Office. 8. NISM & AMFI cleared candidates will get an additional advantage. If not must capable of attaining it one within 3 months
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Date 24/01/2017

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