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Financial Planning Executive
2 months ago
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.
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹18,000.00 - ₹20,000.00 per month
**Benefits**:
- Paid sick time
- Paid time off
- Provident Fund
- Work from home
Schedule:
- Day shift
- Monday to Friday
Ability to commute/relocate:
- Chennai, Tamil Nadu: Reliably commute or willing to relocate with an employer-provided relocation package (required)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91 9710689389
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