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Title
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Job: Financial Planner
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Offer Details
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Monitoring, implementing & updation of financial plans ,Sound Product understanding. Coordinating with all the providers of financial products for availability of product, compare , analyze and finalizing of products, Meeting Client to explain their Financial Plan Qualification: MBA , CFP completed with 2 - 3 years work experience in related field. -Sound Knowledge of all product (Insurance – Health/ Life/ general, Mutual funds, bonds, PPF etc.). - Good Communication Skills Good working knowledge of Excel (Financial formulas and functions), Word and PPT.
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About Us
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Providing Financial planning , advisory and distribution services to HNIs in Bangalore, and a few clients in Mumbai. The Focus is holistic financial planning. visit: www.sinhasi.com
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Date
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20/10/2015
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