1 1 Finance
Execution Desk Specialist
Gurgaon ₹2-5 LPA Posted 5 Jun 2025
FULL TIME
plan execution
Financial Planning
Job Description
- Keep an eye on the Client s Financial Plan and hold meetings to discuss
- the action plans progress
- Assist the members in executing the Financial Plan after understanding the client profile
- Design the communication strategy for executing the advisory including relevant nudges for the clients