Para planner and Financial planner

1.00 to 3.00 Years Chennai 30 Dec, 2021

Job Location	Chennai
Education	Not Mentioned
Salary	Not Disclosed
Industry	IT - Software
Functional Area	Sales / BD,Finance / Accounts / Tax
EmploymentType	Full-time

Job Description

Roles and Responsibilities

Preparation of detailed compliance reports (SOA and ROA).
Implement risk management and tax planning strategies by regular follow-up with banks and service providers.
Maintain Client profile in Financial planning software
Regular communication with Financial Advisors.
Manage good client relationships.
Maintaining fixed register

Desired Candidate Profile;People who not experience of para planning they have 1 month training in Chennai.Industry: Financial Services Functional Area: Finance & Accounting Role Category: Accounting & TaxationRole: Accountant / Accounts ExecutiveEmployment Type: Full Time, Permanent ,

Keyskills :
customer relationsinsuranceplanninginternational structuringsellingfinancial planningfinanceaccountsrisk managementfinancial justificationpreparationtax planningfinancial servicestrainingmanagementcommunicationrisktaxcomplianceestate gi

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Job Description

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