Agency Development Manager/corporate Manager/finance Planning Manager Job in Daya Consultancy Services (opc) Pvt Ltd
Agency Development Manager/corporate Manager/finance Planning Manager
Daya Consultancy Services (opc) Pvt Ltd
4+ weeks ago
- Mumbai, Maharashtra
- Not Disclosed
- Full-time
- Permanent
Job Summary
- Proven experience as financial planner or similar role; experience in sales or customer service is an asset
- Ability to analyze financial information and comply with regulations
- Proficiency in MS Office and CRM systems
- Attention to detail and strong math skills
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills, with the ability to foster long-term relationships
- Valid professional license (e.g. Series 7 & 66)
- BSc/BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus
Experience Required :
Fresher
Vacancy :
2 - 4 Hires
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