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Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Financial Planning chennai India, Private wealth management chennai India, Investment Advisory India, Systematic Investment Plan, Mutual Fund SIP, Mutual Fund ELSS, Tax Saving scheme

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Current openings:

WE OFFER CAREERS, NOT JOB

Current openings:

1.)Trainee/Executive – Customer Relationship Executive :

Gender: Male

Qualification: UG / PG Degree (With Financial Background)

Experience: 1 – 2yrs

Location: Chennai

Key Skills:

  • Good Communication in English.
  • Computer Knowledge.
  • Good Knowledge in Microsoft Excel and word.
  • Typing.

Job Description:

  • Assessing Customer for Investment – Online & Offline Mode.
  • Preparing & Analysis of Client’s Investment Portfolio.
  • Preparation of Investment Reports.
  • Portfolio Review of Client at Regular Intervals.
  • Client renewal follow-ups.
  • Coordinate with clients regularly and close his/her issues within a time period.
  • need to visit client place within Chennai.
  • Two Wheeler is mandatory.
  • knowledge and experience in mutual funds is an added advantage.
  • No Target, maintain our existing clients.

Working Days: Monday to Saturday

Working Hours: 10  A.M. – 6.30 P.M. (Including Saturday)

2.) Trainee / Executive – Content Writer :

Gender: Male / Female

Qualification: UG / PG Degree (English Literature/Journalism/Any Graduation)

Experience: 0 – 2 Years

Location: Chennai

Key Skills:

  • Good Communication in English.
  • Computer Knowledge.
  • Good Knowledge in Microsoft Excel and word.
  • Typing.

Job Description:

  • Website Management (WordPress) like updating images/testimonial, monitor website, create or edit web pages.
  • Knowledge to create images using Photoshop and other online tools.
  • Come up with new creative ideas.
  • Promoting our services online.
  • Should have knowledge/experience in HTML Coding.
  • No target.
  • Must be able to do research and write content for Company Website and Social Media Channels.
  • Editing and Proofreading blogs and marketing materials.
  • SEO & Content Marketing.
  • Personal Finance related knowledge is an advantage.

Working Days: Monday to Saturday

Working Hours: 9.30 A.M. – 6.00 P.M. (Including Saturday)

3.)Executive – Financial Planning:

Gender: Female / Male

Qualification: UG / PG Degree (With Financial Background)

Experience: 0 – 2yrs

Location: Chennai

Key Skills:

  • Good Communication in English.
  • Computer Knowledge.
  • Good Knowledge in Microsoft Excel and word.
  • Typing.

Job Description:

  • 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.

Working Days: Monday to Saturday

Working Hours: 09.30  A.M. – 6.00 P.M. (Including Saturday)

4.)Trainee / Executive – Digital Marketing:

Gender: Female / Male

Qualification: UG / PG Degree (With Financial Background)

Experience: 0 – 2yrs

Location: Chennai

Key Skills:

  • Computer & Designing Knowledge
  • HTML
  • Photoshop/image creation

Job Description:

  • Website Management (WordPress) like updating images/testimonial, monitor website, create or edit web pages.
  • Knowledge to create images using Photoshop and other online tools.
  • Come up with new creative ideas.
  • Promoting our services in online.
  • Should have knowledge/experience in HTML Coding.
  • No target.
  • Infographics Images/ You tube and Video Creating/ Knowledge on Google Analytics is an added advantage.

Working Days: Monday to Saturday

Working Hours: 09.30  A.M. – 6.00 P.M. (Including Saturday)

5.)Executive – Customer Care:

Gender: Female / Male

Qualification: UG / PG Degree (With Financial Background)

Experience: 0 – 2yrs

Location: Chennai

Key Skills:

  • Good Communication in English.
  • Computer Knowledge.
  • Good Knowledge in Microsoft Excel and word.
  • Typing.

Job Description:

  •  Mutual Fund and other investments application process.
  • Maintaining Clients Data.
  • Ensuring timely and professional responses to all complaints, requests & queries received.
  • Enabling customer satisfaction.

Working Days: Monday to Saturday

Working Hours:  09.30  A.M. – 6.00 P.M. (Including Saturday)

You can reach them by phone at 91-44-42030722 or through
email at:gayathridevi.holistic@gmail.com

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Old No:60/3 , New No : 26
Burkit Road, T.Nagar
Chennai – 600017
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