Financial Advisor - Bank
Published date: 2026/11/07
- Location: Benguluru , Karnataka, India
Financial Advisor Financial Advisor
JOB DESCRIPTION: Responsible for providing accurate analysis for new and existing clients as well as handling all sales administration including pricing, query handling, internal documentation and build strong relationships with the operations team to ensure the smooth running of all client accounts.
Key Responsibilities Include
• Identify client needs and provide them with right financial planning assistance and asset allocation with the help of our...
JOB DESCRIPTION: Responsible for providing accurate analysis for new and existing clients as well as handling all sales administration including pricing, query handling, internal documentation and build strong relationships with the operations team to ensure the smooth running of all client accounts.
Key Responsibilities Include
• Identify client needs and provide them with right financial planning assistance and asset allocation with the help of our...
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