Associate Planner - Delhi
1 month ago
Job summary
Wealth planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success.Responsibilities
- Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
- Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
Job description
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