Finaliser Financial Services LLP jobs - Financial Planner

Financial Planner

Finaliser Financial Services LLP
experience Fresher
salary 20,000 - 30,000 Per Month
qualification
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Posted: 4 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

EducationB.Com, CA
Who can applyFreshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id1732274
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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