Junior Planner

Job highlights

• . Should have knowledge of financial planning . Have to work on various PPT and XL formulas to present certain requirement of clients in specific format .

• Strong verbal and written English communication . Should love to interact with customers

• Should have knowledge of financial planning

• Have to work on various PPT and XL formulas to present certain requirement of clients in specific format

• Innovate new way of presenting data to clients every time

• Product specific planning and monitoring the performance

• Working closely with senior planner and executing day to day planning related activities

• Interacting with client for planning / investment performance related issues

• Financial blog writing for website

• Report pulling and analyzing the reports and raising red flags if observed any issue in the report with senior planner

• Drawing action plan pertaining to reports/ Investment and coordinating with operation team and ensuring successful implementation of the same

• For new clients taking inputs from senior planner and preparing various data cuts as per the communication shared

REQUIREMENTS

Experience:

• 0-2 years of experience

Qualification:

• BSE/ Bcom/MBA/BBA with 70% marks

Skills:

• Strong verbal and written English communication

• Should love to interact with customers.

• Humble and polite in speaking

• Strong in mathematical calculation

• Eye to detailing.

• Data analytical skills along with high concentration

• Ownership skill

• Self motivated