Remote Certified Financial Planner jobs

Profile Equity Dealer Relationship Manager Equity Location Pune Mumbai Eligibility Only relevant experience in Broking Firms and NISM 8 CERTIFIED Description Managing portfolio taking trade on behalf of clients Responsible for activation of trading account of clients assisting new entrants in the equity market to understand dynamics of market Profiling customers and suggesting financial products to meet customer needs Stakeholder management preparation of financial plans for caste and scenario

Responsibilities Assist clients in area of direct taxation Seeing to the needs of clients and prospective clients in the best possible manner and efficiently Assist in the tax compliance work and review thereof such as income tax computations and claims for refund amongst others Advise private clients as to their fiscal obligations in terms of the various tax residency schemes applicable at the time Be a point of reference for company employees on taxrelated issues particularly tax compliance