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Financial Planning Executive Jobs in Chennai - Holistic Investment Planners Pvt Ltd

Financial Planning Executive
Holistic Investment Planners Pvt Ltd
2011
10000 - 12000 Per Month
Holistic Investment Planners Pvt Ltd
Last Date 26 Feb 2018

Holistic Investment Planners Pvt Ltd - Job Details

Date of posting: 28 Dec 17
  • Salary package Rs.10000 to Rs.12000 per month for the first 6 months. 
  • After 6 months of probationary period, salary will be revised based on the performance.
Job Description 
  • Analysing Client requirements
  • Collecting required financial data
  • Analyzing financial data (Income, expense, loans, Insurances & Investment)
  • creating feasible scenario
  • Preparation of financial reports
  • Portfolio review of client at regular intervals 
  • Working days :Monday to Saturday
  • Working hours -9.30 am to 6.00 pm (including Saturdays) 
  • No work beyond 6.00pm
  • Training: Proper training on Investments and personal finance will be given along with the training sessions on Relationship building.

Hiring Process : Written-test, Face to Face Interview

Job Role : Others

About Holistic Investment Planners Pvt Ltd

Holistic Investment Planners Pvt Ltd. is one among the few fee based financial planning and wealth management company in CHENNAI.

We are in this industry for the last 16 years. We do have a network of clients all over the world. We received Best Financial Advisor Award for South India from CNBC TV 18 for the year 2012.

This posting is done directly & exclusively on Freshersworld.com. We do not entertain any unsolicited calls or enquiries from any consultants, other portals or TPOs. Notice: This recruitment is FREE. if the recruiter charges any fees, please write us info@freshersworld.com

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Holistic Investment Planners Pvt Ltd recruiting Financial Planning Executive fresher’s in Chennai. The Holistic Investment Planners Pvt Ltd vacancies for Financial Planning Executive is filled through Written-test, Face to Face Interview etc.
Holistic Investment Planners Pvt Ltd jobs for fresher’s are very common in nature as the company recruits a lot of fresher’s every year based on the skills . The candidates with BBA/BBM, MBA/PGDM, B.Com are selected to full fill the vacancies in Others job field. The fresher’s applying for Financial Planning Executive should have a degree or post-graduation in the required field based on the requirement mentioned. The jobs are available in Full Time basis. When it comes to Holistic Investment Planners Pvt Ltd recruitment, fresher’s are mostly chosen for the department Others. To learn more about the current jobs and other details, it is better to go through official site of Holistic Investment Planners Pvt Ltd and Freshersworld. The Freshersworld is a leading employment portal that researches the official site of Holistic Investment Planners Pvt Ltd and provides details about the current vacancies, the application process, selection process, test details, important dates and other information.

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