Paraplanner

• 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

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

Qualifications

• Any Graduate - Any Specialization
• Any Post Graduate - Any Specialization
• Any Doctorate - Any Specialization

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