Financial Planner
Holistic Investment Planners Pvt Ltd

  • icon job experience 1 - 2 Years
  • icon job opening 10 Openings
  • icon salary Not Disclosed
  • icon job location Chennai
  • Face-to-Face interview Face-to-Face interview
Key Skills

Financial Planning Financial Reporting Knowledge in Excel Communication

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Job Description

Analyzing Client Requirements.

Collecting required Financial Data.

Analyzing Financial Data (Income, Expense, Loans, Insurances & Investments).

Feasibility Analysis to achieve dream.

Preparation of Financial Reports.

Portfolio Review of Client at Regular Intervals.

  • Experience

    1 - 2 Years

  • No. of Openings

    10

  • Education

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

  • Role

    Financial Planner

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

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