Zoo bareilly jobs in Amritsar 1 -2 of 2 (0.000s)

Wealth management trainee mutual funds (entry level) - fresher

ChandigarhD. R . Share Stock Brokers Pvt. Ltd

...professionals.Key Responsibilities Conduct client Zoom meetings & portfolio discussions with HNI clients. Support SIP planning & goal-based investment recommendations Track mutual fund performance & market updates Maintain client follow-ups, reports & documentation Assist senior advisors in portfolio reviews & analysisWho [...]

Category Banking, Insurance, Finance & Accountancy

3 hours ago in Internshala

Senior accountant

ChandigarhEStreet

...Drive, Slack, MS Teams, Zoom.Performance Expectations Ability to independently manage assigned clients within the first 90 days. Timely and accurate delivery of financial reports and accounting tasks. Minimal rework or errors in deliverables. Professional client communication with positive feedback. Effective task and deadline [...]

Category Office & Administration

3 hours ago in Internshala

Zoo bareilly jobs in Amritsar 1 -2 of 2 (0.000s)

Wealth management trainee mutual funds (entry level) - fresher

Senior accountant

Get the latest job by email