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Financial Planner
1 month ago
**Financial Planner - Square League Ventures Pvt Ltd (Cochin)**
**Responsibilities**:
- Financial planning of individual and business clients
- Portfolio management for mapped clients
- Revenue generations and fee collection
- Executing customer events and financial sessions with institutions
- Customer development according to KRA
- Meeting audit parameters for company
**Job Types**: Permanent, Full-time
**Salary**: ₹12,000.00 - ₹20,000.00 per month
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Performance bonus
- Quarterly bonus
Application Question(s):
- Finance knowledge with B.Com, BBA, BA Economics preferred
- Financial knowledge, Capital market knowledge preferred
- Sales and relationship skills, Leadership skills preferred
**Language**:
- English Fluently and having good communication skills (required)
**Speak with the employer**
+91 8129188854