Executive Financial Planning

As an Executive Financial Planning in Chennai, your role involves analyzing client requirements, collecting necessary financial data, and conducting in-depth analysis of income, expenses, loans, insurances, and investments. You will be responsible for performing feasibility analysis to help clients achieve their financial dreams, preparing detailed financial reports, and conducting regular portfolio reviews for clients. Your key skills should include good communication in English, computer proficiency, especially in Microsoft Excel and Word, and proficient typing abilities. Qualification Required: - UG / PG Degree with a financial background Key Responsibilities: - Analyze client requirements - Collect and analyze financial data - Conduct feasibility analysis for clients" financial goals - Prepare financial reports - Review client portfolios regularly Working Days: Monday to Saturday Working Hours: 09:30 A.M. - 6:00 P.M. (Including Saturday) For any further queries, you can contact them by phone at 91-44-42030722 or through email at gayathridevi.holistic@gmail.com.,