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Finaliser Financial Services LLP jobs - Financial Planner

Financial Planner

Finaliser Financial Services LLP

location

experience

Fresher

salary

20,000 - 30,000 Per Month

qualification

matching job

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Posted: 2 Months ago

Views: 5

Applications: 3

Openings: 1

Job Description

Candidate Must have done certification course in Financial Planning or wealth management
Must be very strong in verbal and written English communication
Strong in XL and PPT ( specially financial formula calculation in XL like Cash flow, IRR, CAGR, Compounding interest, profit and loss, Present and future value of rupee etc.)
should be wiling to handle client specially HNI clients their query, issues etc.
must be polite and must be able to handle pressure
Knowledge of Tally, taxation, ITR filling, GST and TDS is must
Ensure you stay updated on the latest regulations, practices, and financial products.
Must demonstrate strong attention to detail and excellent problem-solving abilities.

Job Particulars

Role Accountant

EducationB.Com, CA

Who can applyFreshers

Hiring Process Face to Face Interview

Employment TypeFull Time

Job Id1732274

Job Category Finance & Accounting

Locality Address Vashi

StateMaharashtra

Country India

About Company

A solution based financial distribution company which provides advisor/ broker/ partner with a comprehensive platform that encompasses of Multi product distribution which includes Mutual Funds, PMS, Equity, corporate deposits, bonds, Retirement Planning and Health insurance. We also offer portfolio management, financial planning, taxation planning and advisory .

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