Executive – Financial Planning (Chennai)

Executive – Financial Planning (Chennai)

05 Aug
|
HOLISTICINVESTMENT.IN
|
Chennai

05 Aug

HOLISTICINVESTMENT.IN

Chennai

You can reach them by phone at 91-44-42030722 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 (Chennai)
🏢 HOLISTICINVESTMENT.IN
📍 Chennai

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