Job Description
Shift Timings
11AM to 8PM
10 AM to 7PM
7:30 AM to 4:30PM
Primary Responsibilities:
Collaborate with advisers to receive task assignments and understand project requirements.
Accurately document task requests in the Smart Sheet for seamless task tracking.
Thoroughly comprehend the needs and expectations of end users and advisers, ensuring alignment with the provided advice.
Review End Users' details to identify any missing information and initiate corrective actions
Play a pivotal role in data collection, including assessing the need for supplementary information through super and insurance research activities.
Liaise with Advisers to seek clarifications or obtain additional information as needed.
Generate, prepare, and edit reports, ensuring they adhere to high-quality standards and effectively communicate financial insights.
Minimum Requirements:
Graduate/Postgraduate in finance or a relevant degree.
Freshers/experienced candidates are welcome to apply.
Strong background in financial planning, investment, and insurance.
Exceptional command over the English language
Profound understanding of the financial planning process.
Meticulous attention to detail.
Excellent report-writing skills.
Ability to work independently, manage multiple tasks, and meet deadlines.
Certifications and added skills:
Possession of a Certified Financial Planner (CFP) designation is a definite advantage.
Additional certifications from reputable institutions such as FPSB, NCFM, etc., are preferred.
Outstanding verbal and written communication skills.
Proficient in using MS Word and Excel.
Sound technical knowledge of insurance, mutual funds, trusts, taxation, and related areas
Freshers are also Welcome
- Work location : Nashik
- Work Mode : Not Updated
- Job Requirements :5
- Educational Qualification : PG-Non Engineering
Additional Information
-
Not Updated
Other Details
- Weekly Working Days: 5
- OFF Days Comment: Not Updated
- Salary Type: Monthly CTC
- Salary : 20000 - 23000
Other Description
- Industry Type: Others
- Employment Type: Full Time
- Role Category: Others
Education
- M.Com
- Commerce
- MBA/PGDM
- Finance
Key Skills
About Company
Financial Services And IT Company
Company Info
- Address :
