Executive - Financial Planning

2 weeks ago


Chennai, India HOLISTICINVESTMENT.IN Full time

You can reach them by phone at** 91-44-42030722** 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. - 6.00 P.M. (Including Saturday


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