- Financial Assessment: Analyze a client's income, expenses, liabilities, and assets to understand their current financial situation.
- Goal Planning: Assist clients in creating actionable plans for retirement, estate planning, tax optimization, education savings, and major life transitions.
- Investment Management: Recommend asset allocations, select investment vehicles, and rebalance portfolios to mitigate risk.
Pay: ₹15,000.00 - ₹62,599.81 per month
Benefits:
- Flexible schedule
- Provident Fund
Work Location: Hybrid remote in Sealdah, West Bengal
