UG / PG Degree (With Financial Background) 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.ADDITIONAL SKILLS REQUIRMENTAfter 6 months of probationary period, depending upon the performance salary will be hiked and allowances will be given.