Investment Advisor - Noida, India - Frontline Capital Services
1 week ago
Description
Location:
NOIDA
- Analysing information and preparing plans best suited to individual clients' requirements; Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that may affect their savings and investments Conducting in depth reviews of clients' financial circumstances, current provision and future aims Advising HNI clients ? for equity & structured product related queries.
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