Job Description
Profile Requirement for Financial Planning / Paraplanner:
Educational Qualification: B. Com-Finance / M.Com / MBA - Finance / Certified Financial Planner certification will be added advantage
For Freshers
- Should have interest in research and analyzing financial conceptsyzing .
- Should have good analytical skills
- Should have excellent verbal and non-verbal communication skills.
- Well versed in MS Office.
- Should be good team player.
- Excellent in English communication skills
- Experience in Portfolio management, Insurance concepts, financial planning concepts will be added advantage
For Experienced Candidates ( Location: Chennai&Banglore:
Experience: 0 - 5 Years
- Minimum 1 year experience in Australian Paraplanning process, Well versed in Xplan & Advisor Logic
- Should have interest in research and analyzing financial concepts.
- Should have good analytical skills
- Should have excellent verbal and non-verbal communication skills.
- Sound knowledge in Australian Financial Planning concepts and software.
- Well versed in MS Office.
- Should be good team player.
- Excellent in English communication skills
Required Candidate profile
Note:
- This is not a direct walk-in
- Any candidates with knowledge in Finance can also apply
- Interested candidates, kindly apply through Naukri / can send your resume to na****************j@ca**************s.com.au
- Subject : Applying for Financial Opportunity
- Preferences for immediate joiners
- Shift: Day Shift only
Important:
Interview Call letter will be sent to the shortlisted candidates through mail
Direct Interview will be preferred
For Outstation candidates with Australian Paraplanning Experience,
Any clarification:
Na****************j@ca**************s.com.au
WhatsApp:7904058***
Job Classification
Industry: Financial Services
Functional Area: Finance & Accounting,
Role Category: Finance
Role: Finance
Employement Type: Walk-ins
Education
Under Graduation: Any Graduate
Post Graduation: M.Com in Commerce, MBA/PGDM in Finance, ICWA (CMA) in Any Specialization, CA in Pursuing
Doctorate: Any Doctorate
Contact Details:
Company: Carisma Solutions Pvt Ltd
Address: NO.4,4TH FLOOR,BUHARI TOWERS,MOORES ROAD,THOUSAND , LIGHTS, Chennai, Tamilnadu, India
Location(s): Chennai
Website: https://www.carisma-solutions.com.au/
Keyskills:
Financial Planning
MCOM
Mba Finance
Communication Skills
Financial Analysis
Risk Analysis
Banking
MS Office
Client Handling