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Financial Planning jobs - Chennai & Chennai - Holistic investment planners pvt ltd - 0 to 2 years of experience - 13 February 2019

Financial Planning

Holistic investment planners pvt ltd

location

experience

0 to 2 Years

salary

10,000 - 12,000 Per Month

qualification

B.Com, M.Com, MBA/PGDM(Banking & Finance,Banking & Insurance & Finance)

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Posted: 5 Years ago

Views: 14

Applications: 1

Openings: 1

Job Description

Key Skills:- Good Communication in English / Computer Knowledge / Typing

Job Description:-

Analyzing Client Requirements.
Collecting required Financial Data.
Analyzing Financial Data (Income, Expense, Loans, Insurances & Investments).
Creating feasible Scenario.
Preparation of Financial Reports.
Portfolio Review of Client at Regular Intervals.

Working Days:- Monday to Saturday

Working Hours:- 9.30 A.M. - 6.00 P.M.

Job Particulars

Role Others

EducationB.Com, M.Com, MBA/PGDM(Banking & Finance,Banking & Insurance & Finance)

Who can applyFreshers and Experienced (0 to 2 Years )

Hiring Process Face to Face Interview, Written-test

Employment TypeFull Time

Job Id112166

Job Category Apprenticeship

Locality Address Teynampet

StateTamil Nadu

Country India

About Company

We are Financial Planners and Wealth Managers to Business Owners, Corporate Executives, NRIs and professionals from Medicine, Engineering, IT, etc. Holistic Investment Planners has got its prominent presence for more than a decade.We do have a network of clients all over the world. We received the Best Financial Advisor Award for South India from CNBC TV18 for the year 2012.Our 360-degree wealth management approach helps our clients avoid costly mistakes, manage risk, save time, and improve their overall financial investment results.

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