Financial Executive / Investment Planner

Job Description

💼 Job Opening: Financial Executive / Investment Planner Department: Financial Services Location: Chennai Employment Type: Full-Time / Internship-to-Hire 🎓 Eligibility Criteria: Educational Qualification: B.Com / M.Com / MBA Strong communication skills and analytical ability Passion for finance, investments, and client advisory 🔑 Key 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 📆 Interview Process: Round 1: Aptitude Test and Online CBT Round 2: Subject Matter Interview Round 3: Final Interview with Management This role is ideal for candidates looking to start or grow their career in financial services with hands-on exposure to investment planning and advisory. Show more Show less