Financial Planner

1 week ago


T Nagar Chennai Tamil Nadu, India Holistic Financial Services Pvt Ltd Full time ₹ 15,000 - ₹ 2,04,380 per year

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-time

Pay: ₹15, ₹20,438.76 per month

Benefits:

  • Flexible schedule
  • Health insurance
  • Leave encashment
  • Provident Fund

Language:

  • English (Preferred)

Work Location: In person



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