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CAGRfunds

Financial and Inventment Planning

CAGRfunds
Early Applicant
  • 3 months ago
  • Be among the first 50 applicants
Exp: 1-3 Years
Mumbai, India
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Job Description

  1. Provide Investment advice to clients by understanding their objectives and needs.
  2. Help clients in the construction of their portfolio and execution of plans using the CAGRfunds Platform.
  3. Prepare Goal Based Financial Plan for clients.
  4. Review of client Portfolio Periodically
  5. Arranging and Conducting corporate events and seminar, tie-ups with partners for mutually beneficial propositions.
  6. Experience of 1 year in core financial planning is compulsory.
  7. An interest in writing about personal finance is required.

More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Skills Required

personal finance
portfolio

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Date Posted: 30/07/2024

Job ID: 86919525

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About Company

CAGRfunds
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