Financial Executive / Investment Planner

0 - 4 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Financial Executive / Investment Planner in the Financial Services department based in Chennai, your role will involve the following responsibilities: - Assist in financial planning and investment advisory services. - Analyze client portfolios and provide suitable investment recommendations. - Maintain and update financial data and reports. - Support clients in understanding various financial products and services. - Collaborate with internal teams to ensure smooth service delivery. To be eligible for this role, you should meet the following criteria: - Educational Qualification: B.Com / M.Com / MBA. - Strong communication skills and analytical ability. - Passion for finance, investments, and client advisory. This position offers the opportunity for candidates to kickstart or advance their careers in financial services with hands-on exposure to investment planning and advisory services.,

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