Financial Planner
3 weeks ago
Designation - Executive - Financial Planning
Education - UG / PG Degree (With Financial Background) OR B.COM
Job Description
- 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.
Monday to Saturday Working
Working time : 10AM - 6:30PM
Pay: ₹10,000.00 - ₹16,000.00 per month
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
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