You can reach them by phone at +91-XXXXXXXXXX or through
email at:
[email protected]
Executive – Financial Planning:
Gender: Female / Male
Qualification: UG / PG Degree (With Financial Background
Experience: 0 – 2yrs
Location: Chennai
Key Skills:
- Good Communication in English.
- Computer Knowledge.
- Valuable Knowledge in Microsoft Excel and word.
- Typing.
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.
Working Days: Monday to Saturday
Working Hours: 09.30 A.M. – 6.00 P.M. (Including Saturday
📌 Executive – Financial Planning (India)
🏢 HOLISTICINVESTMENT.IN
📍 India