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. Pay: ₹15,000.00 - ₹20,438.76 per month **Benefits**: - Flexible schedule - Health...

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...

Job Title: Insurance Financial PlannerJob Description:The role of an Insurance Financial Planner involves advising clients on financial matters and providing guidance on specialized insurance products. Key responsibilities include conducting thorough assessments of clients' financial situations, creating customized plans to meet their financial goals,...

**Overview** **Responsibilities** - Provide clients with financial planning support - Conduct investment management and portfolio management - Assist in cash management and technical accounting tasks - Analyze financial data and provide insights for decision-making - Collaborate with clients to develop personalized financial plans **Experience** -...

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...

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...

We are looking for Media planners with fluency in English, Hindi, Malayalam & Tamil for our prestigious project at Chennai Key Responsibilities: - **Developing and Implementing Media Plans**:This includes creating strategies for reaching the target audience, selecting the appropriate media channels, and setting a budget. - **Research and...

**Role: Event Planner** **Experience: 5+ Years** **Location: Coimbatore** **Responsibilities**: - Identifying clients' requirements and expectations for each event. - Brainstorming and implementing event concepts and themes. - Preparing event budgets and processing invoices. - Researching and booking venues. - Organizing Vendors, caterers, staff, and...

Job TitleSenior Financial Planner and Relationship ManagerWe are seeking an experienced Senior Financial Planner and Relationship Manager to join our team. As a trusted advisor to high-net-worth clients, you will provide holistic financial advice and design tailored financial plans.Your expertise in financial planning and relationship-building skills will be...

A Corporate Event Planner is responsible for organizing, managing, and executing a wide range of professional events that reflect the company’s image, objectives, and branding. These events include conferences, seminars, product launches, team-building retreats, annual functions, and corporate celebrations. The primary responsibility of a corporate event...