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Dealing Room Offers

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