Executive
Holistic Financial Service

  • icon job experience 0 - 2 Years
  • icon job opening 5 Openings
  • icon salary Not Disclosed
  • icon job location Chennai
  • icon job posting Posted today
  • Face-to-Face interview Face-to-Face interview
Key Skills

Assisting Customer For Investment

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Job Description

Assisting Customer for Investment - Online & Offline Mode.

Preparing & Analysis of Client's Investment Portfolio Report

Preparation of Investment Reports.

Portfolio Review of Client at Regular Intervals.

Client renewal follow ups.

  • Experience

    0 - 2 Years

  • No. of Openings

    5

  • Education

    B.Com, M.B.A/PGDM, M.Com

  • Role

    Customer Support Executive

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Face interview location

    Old No 60/3, New No 26, Ground Floor, Burkit Road, T.nagar, Chennai - 600 017

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About Holistic Financial Service

We are Financial Planners Wealth Managers and Investment Brokers to Senior Corporate Executives and NRIs. We help our clients identify financial goals, develop strategic investment plans for creating, preserving and managing wealth, and achieve results in their wealth management.

Our clients make significant improvements in their investment strategy and unique customized wealth management approach that enables them to take right financial and investment decisions.
Read More...
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