Financial Planner

  • icon job experience 0 - 1 Years
  • icon job opening 15 Openings
  • icon salary 1.5-2.0 Lac/Yr
  • icon job location Chennai
  • Face-to-Face interview Face-to-Face interview
Key Skills

Financial Planning

Job Description

UG / PG Degree (With Financial Background) ● 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.

ADDITIONAL SKILLS REQUIRMENT

After 6 months of probationary period, depending upon the performance salary will be hiked and allowances will be given.
  • Experience

    0 - 1 Years

  • No. of Openings

    15

  • Education

    B.Com, M.B.A/PGDM, Any Bachelor Degree, Professional Degree

  • 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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