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Executive Financial Planning

  • Full Time
  • Chennai

Website Holistic Investment Planners Pvt Ltd

We are in this industry for the last 16 years.

Qualification: UG/PG – (Finance background)

Salary package: Rs.10000 to Rs.12000 per month for the first 6 months. After 6 months of probationary period, salary will be revised based on the performance.

Job Description

  1. Analysing Client requirements
  2. Collecting required financial data
  3. Analyzing financial data (Income, expense, loans, Insurances & Investment)
  4. creating feasible scenario
  5. Preparation of financial reports
  6. Portfolio review of client at regular intervals

Working days: Monday to Saturday

Working hours: 9.30 am to 6.00 pm (including Saturdays) – No work beyond 6.00pm

Training: Proper training on Investments and personal finance will be given along with the training sessions on Relationship building.

To apply for this job email your details to

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