Financial Planner

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.Job Type: Full-timePay: ₹15, ₹20,438.76 per monthBenefits:Flexible scheduleHealth insuranceLeave...

Designation - Executive - Financial Planning Education - UG / PG Degree (With Financial Background) OR B.COM Job Description - 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...

Key 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...

Job Description Key Responsibilities - Analyze client requirements - Gather necessary financial data - Evaluate financial information (income, expenses, loans, insurance, and investments) - Conduct feasibility analysis to achieve client goals - Prepare comprehensive financial reports - Review client portfolio at regular intervals About Company: Holistic...

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time or part time on-site role for a Financial Advisor located in Kakkanad . The Financial Advisor will be responsible for providing financial planning and investment advisory services to clients. The daily tasks include assessing clients' financial situations, developing...

About the RoleOne of our leading client is looking for a Senior Strategic Planner/Strategic Planner to partner directly with the Managing Director in driving strategic initiatives, business planning, and data-driven decision-making. This role is designed for professionals with 7-10 years of experience who want to combine analytical depth with exposure to...

Job Description Company Description We suggest you enter details here. Role Description This is a full-time or part time on-site role for a Financial Advisor located in Kakkanad . The Financial Advisor will be responsible for providing financial planning and investment advisory services to clients. The daily tasks include assessing clients financial...

JLL empowers you to shape a brighter way.  Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people  and empowering them to  thrive, grow meaningful careers and to find a place where...

**Position Type**: Full time **Type Of Hire**: Experienced (relevant combo of work and education) **Education Desired**: Bachelor's Degree **Travel Percentage**: 0% **Capacity Planner Senior - 6 - 12 years - Bangalore /Chennai/ Pune** Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most...

Job Title Merchandise PlannerLocation ChennaiCompany Fashor Lifestyle Pvt Ltd Overview As a Merchandise Planner in the apparel industry your primary responsibility is to optimize inventory levels and maximize sales and profitability for our product range of ethnic fusionwear You will work closely with cross-functional teams including design ...