Personal Finance Planner

Department Icon Accounting & Finance
Posted: 1 year ago
0-1 years
Hyderabad / Secunderabad, Telangana, Telangana
Accounting & Finance
Work from Office
Full Time

Posted: 1 year ago
Let Jobaaj One apply for you

An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.

Job Description
Similar Jobs
Please verify your account first! Send OTP

Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.

Job Description

Responsibilities:

  • Understand 1 Finance Approach and services
  • Create a financial plan after understanding the client profile
  • Keep an eye on the Clients Financial Plan and hold meetings to discuss the action plans progress
  • Verifying and cross-checking the generated financial plans
  • Perform client service activities
  • Make nudges for the clients
  • Ensuring compliance with quality and safety requirements

Skills:

  • Strong Analytical and problem-solving skills
  • Collaborative and result oriented
  • Structured approach of thinking and execution
  • Experience in working in Agile practices

Skills

Financial PlanFinance

If a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.

Similar Jobs

View all
Loading...

Looking for something similar?

Bag Logo
Jobaaj
Get jobs like this by email

New Accounting & Finance roles in Hyderabad / Secunderabad.

Job Alert
Google hiring for Specific Roles Apply Now!
1 min ago
New Opportunity
Amazon is hiring freshers Apply Now!
5 min ago
Featured Jobs
Microsoft opening 50+ positions Apply Now!
10 min ago

One email a day. Unsubscribe any time.