About this role
Financial Advisor at Ten Quints. Location: Mumbai, Maharashtra, India. Role: advise clients, update portfolios, review plans Requirements: Bachelor's degree in business or finance; NISM Investment Adviser Level 1 & 2; CFP preferred; knowledge of mutual funds, securities, and insurance; experience giving financial advice. Category: Finance and Accounting Seniority: Mid Level Tools: Office 365, Excel, PowerPoint, Zoho CRM Certifications: nism investment adviser level 1, nism investment adviser level 2, certified financial planner (cfp) - fpsb Commitment: Full Time Workplace: Onsite Languages: English