Executive - Financial Planning - Chennai, India - HOLISTICINVESTMENT

HOLISTICINVESTMENT
HOLISTICINVESTMENT
Verified Company
Chennai, India

1 month ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description
You can reach them by phone at
or through


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.
  • Good Knowledge in Microsoft Excel and word.
  • Typing.
  • 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 P.M. (Including Saturday
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