Financial Planner Jobs Opening in Holistic Financial services at T. Nagar, ChennaiLess
3 days ago
We are looking for a skilled and analytical Financial Planner to join our team. The ideal candidate will be responsible for assessing clients’ financial situations, understanding their goals, and creating personalized financial strategies. This role requires strong knowledge of investments, insurance, taxation, and retirement planning, combined with excellent communication and advisory skills.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.Key Responsibilities Client Advisory & Planning Meet clients to understand their current financial status, goals, and risk appetite. Develop personalized financial plans covering investments, insurance, savings, taxation, and retirement. Advise clients on suitable financial products such as mutual funds, stocks, bonds, and insurance policies. Investment & Wealth Management Create strategies for asset allocation and portfolio diversification. Monitor client portfolios and suggest adjustments as per market trends. Help clients achieve both short-term and long-term financial goals. Tax & Risk Management Guide clients on tax-saving investments and compliance. Identify potential risks and recommend insurance or contingency plans. Provide strategies to minimize liabilities and maximize wealth creation. Market Research & Analysis Stay updated with financial market trends, investment instruments, and government regulations. Analyze economic conditions and their impact on client investments. Prepare financial reports and projections to support client decisions. Client Relationship Management Maintain long-term relationships with clients by providing regular updates and reviews. Address client queries and concerns with professionalism and trust. Build new client relationships through networking, referrals, and financial seminars. Skills & Competencies Required Strong knowledge of financial products, investment strategies, and taxation. Analytical and problem-solving mindset. Excellent communication and presentation skills. Proficiency in MS Excel, financial planning software, and reporting tools. Ethical and client-focused approach. Ability to simplify complex financial concepts for clients.More information about this Financial Planner JobPlease go through the below FAQs to get all answers related to the given Financial Planner jobWhat are the job requirements to apply for this Financial Planner job position? Ans: A candidate must have a minimum of 0 to 1 year experience as an Financial Planner What is the qualification for this job? Ans: The candidate can be a Graduate from any of the following: B.Com, M.Com, MBA/PGDM What is the hiring Process of this job? Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.This Financial Planner is a work from home job? Ans: No ,its not a Work from Home Job. How many job vacancies are opening for the Financial Planner position? Ans: There are immediate 1 job openings for Financial Planner in our Organisation.
B.Com, M.Com, MBA/PGDM
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Financial Operations Intern
2 weeks ago
Chennai, Tamil Nadu, India T-Home Fintech (Financial services) Full timeJob Description: Fin-Ops Intern Company: T-Home Fintech Location: Hyderabad, Bangalore, Chennai, Gurgaon, Mumbai, Pune, Kolkata About T-Home Fintech T-Home Fintech is a DPIIT Recognized Startup India company based in Hyderabad. We are pioneering a new approach to financial and legal services by leveraging AI technology to make complex processes...
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Financial Operations Intern
2 weeks ago
Chennai, Tamil Nadu, India T-Home Fintech (Financial services) Full timeJob Description: Fin-Ops Intern Company: T-Home Fintech Location: Hyderabad, Bangalore, Chennai, Gurgaon, Mumbai, Pune, Kolkata About T-Home Fintech T-Home Fintech is a DPIIT Recognized Startup India company based in Hyderabad. We are pioneering a new approach to financial and legal services by leveraging AI technology to make complex...
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Financial Planner
2 weeks ago
T Nagar, Chennai, Tamil Nadu, India Holistic Financial Services Pvt Ltd Full time ₹ 15,000 - ₹ 2,04,380 per yearAnalyzing 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 Type: Full-timePay: ₹15, ₹20,438.76 per monthBenefits:Flexible scheduleHealth insuranceLeave...
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Chennai, India Sri Sayee Financial Services Full timeJob Summary: We are seeking a reliable and detail-oriented Mutual Fund Back Office Executive to manage the operational and administrative functions supporting our mutual fund distribution and investment services. This role is essential for ensuring the smooth functioning of the day-to-day back-end activities related to mutual fund transactions,...
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Financial Planner
2 weeks ago
T Nagar, Chennai, Tamil Nadu, India Holistic Financial Services Pvt Ltd Full timeAnalyzing 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. Pay: ₹15,000.00 - ₹20,438.76 per month **Benefits**: - Flexible schedule - Health...
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Financial Operations Intern
2 weeks ago
Chennai, Tamil Nadu, India T-Home Fintech (Financial services) Full timeJob Description: Fin-Ops InternCompany: T-Home Fintech Location: Hyderabad, Bangalore, Chennai, Gurgaon, Mumbai, Pune, KolkataAbout T-Home Fintech T-Home Fintech is a DPIIT Recognized Startup India company based in Hyderabad. We are pioneering a new approach to financial and legal services by leveraging AI technology to make complex processes like securing...
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Financial Operations Intern
2 weeks ago
Chennai, Tamil Nadu, India T-Home Fintech (Financial services) Full timeJob Description: Fin-Ops InternCompany: T-Home Fintech Location: Hyderabad, Bangalore, Chennai, Gurgaon, Mumbai, Pune, KolkataAbout T-Home Fintech T-Home Fintech is a DPIIT Recognized Startup India company based in Hyderabad. We are pioneering a new approach to financial and legal services by leveraging AI technology to make complex processes like...
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Chennai, India Reputed FINANCIAL Full timeJob Overview As a BPO/Telecaller – Outbound Collections, you will be responsible for: Making outbound calls to customers with pending dues. Informing them about outstanding payments. Negotiating repayment plans and ensuring timely recovery. Recording call details, payment commitments, and follow-up actions. This role is target-driven and requires good time...
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Financial Planner Executive in Chennai
1 week ago
Chennai, Tamil Nadu, India Holisticinvestment Full time ₹ 1,04,000 - ₹ 1,30,878 per yearKey ResponsibilitiesAnalyze client requirementsGather necessary financial dataEvaluate financial information (income, expenses, loans, insurance, and investments)Conduct feasibility analysis to achieve client goalsPrepare comprehensive financial reportsReview client portfolio at regular intervalsAbout Company: Holistic Investment Planners Private Limited is...
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Telecaller Job Vacancy in T. Nagar, Chennai
1 week ago
Chennai, Tamil Nadu, India GS Infotech Full timeTelecaller Job Vacancy in T. Nagar, Chennai/ Job Description/: Make outbound calls to potential customers Explain products or services clearly Follow up on leads and maintain call records Friendly communication and basic record/-keeping Location/: T. Nagar, Chennai Qualification/: Any Degree Experience /: Freshers & Experienced Welcome Language/: Tamil...
