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Financial Planning Analyst/Advisory Delhi Ncr

Financial Planning Analyst/Advisory Delhi Ncr

Careernet

1 - 5 years

5 - 7 Lacs

Noida New Delhi Delhi / NCR

Posted:1 day ago| Platform:

Apply

Skills Required

Financial Planning And Analysis Communication Skills Financial Reporting Financial Forecasting CMA Budgeting And Forecasting Budgeting Variance Analysis Equity Research Financial Budgeting CFA

Work Mode

Work from Office

Job Type

Full Time

Job Description

The candidate will be responsible for working with a dedicated advisor/team of financial advisors and staff to help provide outstanding service to the clients.

Role & responsibilities

Preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.).
Create the agenda and summary of meetings and provide necessary follow-up. Prepare and ensure new business
Assisting in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors

Preferred candidate profile

Excellent communication skills & Financial Planning concepts.
Basic understanding of MS power point, MS Excel and MS Word Exposure to financial products like mutual funds, insurance, retirement service. Experience of interacting with advisors or U.S business partners will be preferred
Candidate should be flexible to work in US Shift

Perks and benefits

5 Days
Sat- Sun off
Both Side Cabs

To apply share your cv at

or Call/ Whatsapp @ Sophiya on 7042266439

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