Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Jobs

Interviews

Financial Analyst

Knv Capital Services Private Limited

0 - 31 years

1 - 4 Lacs

kk nagar chennai

Posted:19 hours ago| Platform: Apna logo

Apply

Skills Required

coordination management schedule service analysis analyze portfolios risk support collaboration strategies research data report reporting documentation reports metrics portfolio consulting

Work Mode

On-site

Job Type

Full Time

Job Description

Client Coordination & Relationship Management Act as the first point of contact for clients, addressing queries and understanding their financial goals. Schedule, organize, and manage client meetings and follow-ups. Maintain long-term relationships by ensuring timely responses and personalized service. Financial Analysis & Investment Solutions Gather client information related to income, expenses, assets, liabilities, and goals. Analyze client portfolios and identify gaps or risks in existing investments. Provide well-structured investment solutions based on client needs, risk profile, and market opportunities. Support senior financial analysts in preparing personalized financial plans. Team Collaboration Work closely with senior financial analysts to discuss client cases and finalize solutions. Assist in implementing recommended strategies and track execution status. Coordinate internally with research and operations teams for data and report preparation. Reporting & Documentation Prepare detailed financial reports, client proposals, and presentations. Maintain accurate records of client interactions, meeting notes, and investment advice provided. Track and report key metrics like client satisfaction, portfolio performance, and meeting schedules.

More Jobs at Knv Capital Services Private Limited

Telecaller

KK Nagar, Chennai Region

Experience: Not specified

INR 0 - 0 Lacs

Finance Analyst Coordinator

KK Nagar, Chennai

Experience: Not specified

INR 1 - 3 Lacs

Financial Analyst

kk nagar, chennai

Experience: Not specified

INR 1 - 4 Lacs

Video Editor

kk nagar, chennai

Experience: Not specified

INR 1 - 2 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Knv Capital Services Private Limited

Login to

Please Verify Your Phone or Email

Confirm Action

Search

Profile

Upskill and Grow with AI

Financial Analyst