Financial paraplanner for a us-based fintech co
HaryanaTroika Consulting
...follow-up with the financial advisor. Manage case workflows via CRM tools. Manage a team of 4 Junior Paraplanners and ensure that the work that goes out of India office is quality checked and approved.Qualifications Bachelor's degree, preferably in Financial Planning, Finance, Accounting, or Economics. Awareness of financial [...]
Category Banking, Insurance, Finance & Accountancy