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Administration Executive Fresher Job

Administration Executive

Holistic Investment Planners

Chennai

Start date

Starts Immediately

CTC (ANNUAL)

₹ 2,00,000 ₹ 2,00,000 /year

Experience

0-2 years

0-2 years experience

Apply By

28 Dec' 24

Posted 6 days ago

Fresher Job

12 applicants

About the job

Key responsibilities:

1. Assist customers with investments through online and offline channels.
2. Prepare and analyze clients' investment portfolio reports.
3. Generate detailed investment reports and provide portfolio reviews at regular intervals.
4. Conduct follow-ups for client renewals to ensure timely updates and continuity.

Skill(s) required

Effective Communication MS-Excel

Earn certifications in these skills

Learn MS-Excel

Learn Business Communication

Who can apply

1. Those who are from or open to relocate to Chennai and neighboring cities

Other requirements

Finance background candidates/MBA

Salary

Probation:

Duration: 6 months

Salary during probation: ₹13,000 - 15,000 /month (only for freshers)

After probation:

Annual CTC: ₹ 2,00,000 /year

Perks

Health Insurance

Number of openings

About Holistic Investment Planners

Website

Holistic Investment Planners Private Limited is one among the few fee based financial planning and wealth management company in Chennai. We are in this industry for the last 16 years. We do have a network of clients all over the world. We received Best Financial Advisor Award for South India from CNBC TV 18 for the year 2012.

Activity on Internshala

Hiring since November 2024

1 opportunity posted