V Financial Services
Junior Planner
15 days ago
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Important information
Contract type:
Permanent
Salary:
₹240,000 – ₹360,000 / year
Location:
Navi Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
6 October 2026
What they need
Responsibilities:
* Manage client relationships
* operational Execution of investments( BSE star platform exp preferred)
* Prepare retirement plans
* Preparing cash flow statements and tax planning
* Onboard new clients, CFP/ CFA certification must
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