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Name Rajanish
Company Name Sinhasi Consulatnts pvt ltd
City & State Bangalore
ARN Number 33430
Email ID contactus@sinhasi.com
Mobile No 9900130321
 
Title Job: Financial Planner
Offer Details 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.
About Us 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
Date 20/10/2015

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