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.
- Analysing Client requirements
- Collecting required financial data
- Analyzing financial data (Income, expense, loans, Insurances & Investment)
- creating feasible scenario
- Preparation of financial reports
- 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 firstname.lastname@example.org