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Financial Planning

Prodigy Recruitment Consultants
Experience : 0 to 2 Years
Education : BBA/BBM, B.Com
Location : Chennai(Alwarpet )
Job Role : Accountant
Posted on 30 Sep 20
Apply now
Job DescriptionLast Date 29 Nov 20

Job Description:

Position Title: Financial planner

Location: Alwarpet, Chennai

Experience:  0-2 Year

Gender: Female

 

Roles and responsibility:

1    Prepare sound financial plans to ensure clients meet their goals

2    Advise clients on current financial issues and make recommendations

3    Analyze clients’ financial statuses (eg income, expenses and liabilities)

4    Examine and suggest financial opportunities (eg insurance plans, investments)

5    Develop sound plans and budgets for clients

6    Help clients implement their plans and carry out transactions

7    Present and sell suitable financial products and services

8    Build strong relationships to retain existing clients

9    Maintain updated knowledge of regulations, practices and financial products

10 Implement risk management and tax planning strategies

11 Develop and execute retirement planning

12 Guiding clients through personal financial analysis, including goal setting

Requirements

1    BSc/BA/Bcom in accounting, finance, business administration

2    Strong math skills and analytical skill

3    Ability to analyze financial information and comply with regulations

4    Outstanding communication skills, with the ability to foster long-term relationships

5    Results-oriented mindset

6    Comprehensive knowledge of topics related to financial planning

7    In-depth understanding of the securities industry, including investment and insurance products and services

 

  • Financial Planning
  • Experience : 0 to 2
  • Job Type : Full Time
  • Interview Type : Face to Face Interview, Telephonic Interview


Job Type : Full Time
Interview Type : Face to Face Interview, Telephonic Interview
Company Description
Prodigy Recruitment Consultants
Apply now
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