Financial Planning Analyst- Noida
- Financial Comp
- 1 - 3 years
- Noida, Gurugram
- 3 months ago
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Job Description
The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to the clients.
Role & responsibilities
- Preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc
- Create the agenda and summary of meetings and provide necessary follow-up Prepare and ensure new business
- Assisting in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors
Preferred candidate profile
- Excellent communication skills & Financial Planning concepts.
- Basic understanding of MS power point, MS Excel and MS Word Exposure to financial products like mutual funds, insurance, retirement service. Experience of interacting with advisors or U.S business partners will be preferred
- Candidate should be flexible to work in US Shift
- NO Pursuing Candidates
Perks and benefits
- 5 Days
- Sat- Sun off
- Both Side Cabs
To apply share your cv at so***********y@ca******t.in
or Call/ Whatsapp @ Sophiya on 7042266***
Job Classification
Industry: Financial ServicesFunctional Area / Department: Finance & AccountingRole Category: FinanceRole: Analyst - Financial Planning & AnalysisEmployement Type: Full timeContact Details:
Company: Financial Comp.Location(s): Noida, Gurugram
Keyskills: Financial Planning Certified Financial Planner Financial Analysis Financial Reporting Mutual Funds Investment Planning Financial Forecasting CMA Stock Market Financial Budgeting Financial Modelling CFA
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