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

Financial Planning Executive

Holistic Investment Planners Pvt Ltd
experience-icon 0 Years
salary-icon 10000 - 12000 Monthly
Expired

Posted: 28 Dec 17

Job Description

  • 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.

Job Particulars

Role others
Education B.Com, BBA/BBM, MBA/PGDM
Who can apply Freshers
Hiring Process Written-test, Face to Face Interview
Employment TypeFull Time
Job Id370767
Locality Address
Country India

About Company

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.

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