1. Performing desktop research & gathering information 2. Attending clients meetings, staff workshops, events, exhibitions 3. Liaising with clients, vendors, and suppliers
We provide professional financial planning, investment advisory, and wealth management services to individuals and families.
Certificate Letter of recommendation Placement Offers from our business Partners (TATA AIG, HDFC ERGO, TATA AIA, MAX Life, Bajaj Allianz etc) Flexible work hours 5 days a week