Financial Planner

2 weeks ago


Kochi, India Square League Ventures Pvt Ltd (https:www.squareleague.in) Full time

**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



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