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 BSE/BCom/MBA/BBA with at least 70% marks. Strong verbal and written English communication skills are a must, along with the ability to interact effectively with customers and maintain a humble and polite demeanor. Proficiency in mathematical calculations, attention to detail, data analytical skills, high concentration, ownership, and self-motivation are desired qualities for this role. The salary package will be as per company standards, and only female candidates from in and around Navi Mumbai are eligible to apply.,

Posted 2 weeks ago

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