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      Financial planner vapi jobs in Pune 1 -2 of 2 (0.001s)

      Junior finance executive - fresher

      MumbaiFuture Plus Financial Planners Private Limited

      ...back-office functions like MIS, non-financial transactions, capital gain statements, ad hoc MIS reports, periodic MIS reports 7. Handholding clients on usage of various platforms and mobile app 8. Handling the daily back-end operations 9. Coordinating with mutual fund companies and resolving client queries 10. Doing a portfolio [...]

      Category Management & Consulting

      2 days ago in Internshala

      Corporate sales executive

      MumbaiWiseasset Finvest

      ...(Spoken)About Company:We are a financial planner offering a complete range of financial services including investment, loans & taxation & holistic financial planning services. [...]

      Category Banking, Insurance, Finance & Accountancy

      12 days ago in Internshala
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      • Maharashtra2

      • Wiseasset Finvest1
      • Future Plus Financial Planners Private Limited1

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