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Investment Planning @ Vibhinna Ventures

Home > Financial Services Consultant

 Investment Planning

Job Description

Core responsibility of an Investment Planner is generate leads from natural and unknown market and conduct financial health review and need analysis of Salaried and Self Employed Individuals. Give recommendations on financial solutions based on the outcome of GAP analysis.

Employement Category:

Employement Type: Part time
Industry: Insurance
Functional Area: Sales
Role Category: Financial Services Consultant
Role/Responsibilies: Investment Planning

Contact Details:

Company: Vibhinna Ventures
Location(s): Bengaluru

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Vibhinna Ventures

Vibhinna Ventures is a proprietorship firm which is partnered with Tata AIA Life Insurance Company Ltd. We promote and distribute their financial products and give customized financial solutions to individuals and businesses. Our solutions include and are not limited to, Risk Management, Savings for...