Assistant Para Planner

About the role

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.

What you'll do

• Implement risk management and tax planning strategies by regular follow-up with banks and service providers
• Maintain Client profile in Financial planning software
• Manage good client relationships
• Maintaining fixed register, Portfolio Management, and Insurance concepts, and should be good at financial planning concepts

What you need

• 0–2 yrs of experience
• Portfolio management
• Any graduate

What you get

• ₹2.2 L a year