Financial Analysis-Executive

1 - 5 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

As a Financial Analysis-Executive at our Financial Services firm in Jaipur, your role will involve the following responsibilities and qualifications: Role Overview: You will be responsible for analyzing investment portfolios, financial planning, and query management. An analytical mind and proficiency in Excel are essential for this role. Good communication skills, both written and spoken, will be crucial for effective interaction within the team and with clients. As a key member of our team, your dedication to learning and hunger for knowledge will contribute to your long-term success in this position. Key Responsibilities: - Analyzing investment portfolios and providing insights - Conducting financial planning activities - Managing queries from clients and team members Qualifications Required: - Good knowledge of Excel - Good communication skills (both written & spoken) - Academically bright with a Graduate degree in any stream (preferably commerce/economics) - Postgraduate qualification such as CFP/MBA/PGDBM/CA Inter/CS Inter/ICWA-inter will be an advantage - Keen to learn and demonstrate a hunger for knowledge Company Details: (No additional details of the company mentioned in the provided job description),

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