Agency Development Manager/corporate Manager/finance Planning Manager Job in Daya Consultancy Services (opc) Pvt Ltd

Agency Development Manager/corporate Manager/finance Planning Manager

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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