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Junior Planner V-Financial Services

0.0 - 3.0 years

0 Lacs

navi mumbai, maharashtra

On-site

You should have knowledge of financial planning and be proficient in working with various PPT and Excel formulas to present client requirements in a specific format. Your role will involve innovating new ways of presenting data to clients, product-specific planning, and monitoring performance. You will collaborate closely with senior planners, execute day-to-day planning activities, and interact with clients on planning/investment performance issues. Additionally, you will be responsible for financial blog writing for the website, pulling and analyzing reports, and raising red flags with senior planners if any issues are observed. You will need 0-2 years of experience and hold a degree in BS...

Posted 3 months ago

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