Holistic Investment Planners Private Ltd
Chennai, Tamil Nadu

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2 Holistic Investment Planners Private Ltd Jobs and Careers

Hiring For Business Development

Holistic Investment Planners Pvt Ltd

  • 0 - 2 yrs
  • 3.0 Lac/Yr
  • Chennai
Microsoft Excel Typing Business Development
Lead generating through cold calling. Periodical portoflio review through online. Coordinating with new prospects to fix an financial plan service consultation. Post-consultation follow ups through Calls/WA to convert as our client. Chat support. Tracking and maintain the enquiries. Maintaining records of every customer interaction.
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Financial Planner

Holistic Investment Planners Pvt Ltd

  • 1 - 2 yrs
  • Chennai
Financial Planning Financial Reporting Knowledge in Excel Communication
Analyzing Client Requirements.Collecting required Financial Data.Analyzing Financial Data (Income, Expense, Loans, Insurances & Investments).Feasibility Analysis to achieve dream.Preparation of Financial Reports.Portfolio Review of Client at Regular Intervals.
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About Holistic Investment Planners Private Ltd


Only Male Candidates Should Apply

Job Location: Chennai

Tentative Date of Joining: Immediate

Job Profile:
Meeting our existing clients and advising them on personal finance and investments; taking care of the documentation part and client servicing ( No cold calling, No tele-calling, No targets)

Working days: Monday to Saturday

Working Hours: 9.30 am to 6.30 pm(Including Saturdays) - No work beyond 6.30 pm

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