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Financial Analyst Required Under PR Visa,Hiring for Abroad @ Adal Immigrations

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 Financial Analyst Required Under PR Visa,Hiring for Abroad

Job Description

CALL & WHATS APP TO MS.SHIVANI-+91-8882599***
  • Understanding concepts of financial planning.
  • Understanding various super, pension, investment and insurance related laws and terminologies.
  • Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients.
  • Preparation of cash, super, pension and investment projections.
  • Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors.
  • Collating client data and product information from providers.
  • Documenting of all reports and correspondence.
  • Preparing financial calculations and detailed cashflow projections for different scenarios.
  • Identify and obtain information necessary to complete financial plan.
  • Conduct need-analysis for all financial planning clients including insurance, investments, retirement, tax etc.
  • Conduct in-depth portfolio analysis to provide client advice regarding portfolio structure and risk analysis.
  • Prepare investment strategy charts and investment applications.
  • Call Investment, insurance providers to obtain clients investment details.
  • Update and maintain all client data on a software.

Employement Category:

Employement Type: Full time
Industry: Banking
Functional Area: Finance & Accounts
Role Category: Financial
Role/Responsibilies: Financial Analyst Required Under PR Visa,Hiring for Abroad

Contact Details:

Company: Adal Immigrations
Location(s): Delhi, NCR

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₹ 2000000 - 5000000

Adal Immigrations

ADAL IMMIGRATIONS IS THE STEERING AND INFORMATION TOOL TO ENSURE A SOOTHING AND UNINTERRUPTED TRANSITION FOR OUR CLIENTS RELOCATING ABROAD. ADAL IMMIGRATIONS IS THE LEADING IMMIGRATION CONSULTANCY FIRM IN INDIA.