Posted:2 days ago|
Platform:
On-site
Full Time
💼 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.
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