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Financial Planning Associate
Swatantra WealthAhmedabad, Republic Of India, IN6 days ago
Job description
Key Responsibilities :
a. Handling client queries from onboarding to client reporting.
b. Creating pre-sales and sales pitch decks.
c. Assisting founder in all financial areas.
Note - This job is holistic in nature and needs someone who has a problem solving attitude.
Pl fill this google form alongwith your application -
https : / / forms.Gle / KWKhde1j1Sni9J8j8
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Associate Financial Planning • Ahmedabad, Republic Of India, IN
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