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Junior Planner V-Financial Services

0.0 - 3.0 years

0 Lacs

navi mumbai, maharashtra

On-site

Role Overview: As a Financial Planner, your main responsibility will be to handle financial planning tasks. You will work on various tools like PPT and Excel to present client requirements in a specific format. Your creativity will be crucial as you will be expected to innovate new ways of presenting data to clients regularly. Additionally, you will collaborate with senior planners for day-to-day planning activities and interact with clients regarding planning and investment performance issues. Key Responsibilities: - Should have knowledge of financial planning - Work on various PPT and XL formulas to present client requirements in a specific format - Innovate new ways of presenting data to ...

Posted 1 month ago

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