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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.

Job Summary

Job Type : Full Time
Job Role : Others
Job Category : MBA,BSc/BCA/BBM,Others
Hiring Process : Written-test, Face to Face Interview
Who can apply : Freshers

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 candidates nearby Chennai.Holistic Investment Planners Pvt Ltd vacancies for Financial Planning Executive is recruited through Written-test, Face to Face Interview etc.
Holistic Investment Planners Pvt Ltd Company recruits a lot of candidates 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 candidates nearby Chennai can apply for Financial Planning Executive position in Holistic Investment Planners Pvt Ltd. All candidates 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 the Holistic Investment Planners Pvt Ltd recruitment, candidates are mostly chosen for the department of 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. Find the latest jobs near you and near your home. So, that you don’t need to relocate. The Freshersworld is a leading employment portal that researches the official site of Holistic Investment Planners Pvt Ltd and provides all the details about the current vacancies, the application process, selection process, interview test details, important dates and other information. Search and apply for the top job positions in Holistic Investment Planners Pvt Ltd and near your city and get a secured career.