Financial Accountant

SKS Enterpprises - Human Resource Planning and Management · India

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy
• Working with the clients to gather data and to insert data into system.

Qualifications

• Bachelor's degree in Finance or related field
• 2-6 years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills
• Good to Have - Experience in Tally, Frontending experience with clients

Office Location - Borivali