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PARAPLANNER

Befree - Finance and Accounting Business Process Outsourcing
Hybrid
2 - 4 Years
Not Disclosed
Full Time - Permanent
Chennai

Views:198

Applicants:3

Posted on 30 May, 2025

Sorry, this vacancy has been closed and is no longer accepting applications.

Overview
  • Industry - ITES / BPO / KPO / OUTSOURCING / CUSTOMER SERVICE / CALL CENTER / OPERATIONS
  • Functional Area - Financial Services / Broking
  • Job Role - Other Financial Services / Broking
  • Employment type - Full Time - Permanent
  • Work Mode - Hybrid
  • Open To Hire - Other Industry
Job Description | Role and Responsibilities

  • Collect financial data, draft net worth & cash flow

  • Check compliance docs, confirm risk profile

  • Research options, assist in report prep

  • Fill forms, update investments as advised

  • Schedule reviews, prep review packs, check portfolio & risk

  • Skills/Qualofication: Commerce, Finance analysis, Excel/Word; MBA/M.Com/US-CMA/CFP, NISM

Candidate Profile | Who Can Apply
Education
  • Any Graduate - Any Specialization
  • Any Post Graduate - Any Specialization
  • Any Doctorate - Any Specialization
Job Related Keywords
About Employer
View Employer Profile https://befreeltd.com/

Sorry, this vacancy has been closed and is no longer accepting applications.

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