Financial Plng Analyst IND-1 Financial Plng Analyst IND-1 …

Ameriprise Financial, Inc.
à Gurgaon, Haryana, Inde
CDI, Plein-temps
Dernière candidature, 18 janv. 21
Competitive
Ameriprise Financial, Inc.
à Gurgaon, Haryana, Inde
CDI, Plein-temps
Dernière candidature, 18 janv. 21
Competitive
Financial Plng Analyst IND-1
Job Description

Support advisors on financial plan creation for their clients.

Responsibilities

• Support senior analysts in financial data comprehension and data entry
• Analyze and document financial plans based on the clients information
• Perform activities related to financial plan preparation process within the defined turnaround and quality metrices
• Work as a part of team and contribute to team functions and responsibilities
• Take additional responsibilities as and when required

Required Qualifications

• Post Graduate in finance/ diploma in financial planning/ graduate in commerce/ math/ economics/ business management with minimum of 50% marks
• Good verbal and written communication skills

Preferred Qualifications

• 6 months - 2 years of work experience in financial services sector is preferred (preferably in a multinational environment)
• Exposure to financial products like mutual funds, insurance, retirement services, financial planning, etc would be an added advantage
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