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Qualified Financial Advisor

Weekday · Bangalore, Karnataka, India

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This role is for one of our clients Seniority level: Associate level Industry: Financial Services Min Experience: 3 years Location: Bengaluru, Karnataka, India JobType: full-time ₹5,00,000 - ₹22,00,000 a year Requirements Develop a deep understanding of our philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and f…

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