Location
Navi Mumbai
Posted
June 07, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Roles and Responsibilities Β
Certified Financial Planner
doing Financial Planning for HNI clients in their current role.
Financial planning includes goal planning, assessing risk appetite of clients as per their Goals and risk identifying his current investment
Desired Candidate Profile Β
Perks and Benefits Β