Financial Planner

1 week ago


T Nagar Chennai Tamil Nadu, India Workfreaks Corporate Services Private Limited Full time

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

9.30 A.M. - 6.00 P.M. (Including Saturday)

Designation

Executive - Financial Planning

Gender

Female / Male

Qualification

UG / PG Degree (With Financial Background)

Experience

1 - 2yrs

Salary

Rs.15,000 to 20,000 per month for the first 6 months. After 6 months of probationary period, depending upon the performance salary will be hiked and allowances will be given.

**Job Types**: Full-time, Permanent, Fresher

Pay: ₹15,000.00 - ₹20,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Day shift
- Morning shift

Supplemental Pay:

- Performance bonus
- Yearly bonus

Application Question(s):

- Do you Known V Look up and H Look up ?

**Experience**:

- financial background: 1 year (required)

Work Location: In person


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