NO VIRTUAL INTERVIEW AND THE INTERVIEW DATE IS FIXED ( Saturday 14 June 2025)
About company : - leading firm serving in the space of personal finance. The Firm is in operation Since 1992, provides distribution of all financial instruments & investment options like MutualFunds, Insurance, Real estate, Gold, PMS, AIF, Fixed Deposits, Bonds etc to people from all walks of life.
Role & responsibilities
- Client Engagement Existing Client/ New Client Support Backend Support to existing clients
- Managing Data Entries in Software, Track progress, Coordination with AMC, Insurance
- companies etc.
- Promoting various support strategies.
- Assisting clients in onboarding & implementation of the advice throughout.
- Aid in queries & keeping client informed about the products & services as and when required.
- CRM/Software Data management.
- Providing after sales support and service to client.
Preferred candidate profile
- Candidates in Delhi NCR graduated or post graduated in Commerce/Finance.
- Good verbal and written communication skills Skills in MS Word, Excel, Power point is mandatory
- Highly motivated with a desire to learn Candidates qualified / pursuing CFP/QPFP will
- be Preferred.
- Candidate with work experience in financial services will be on priority
Interested candidate may share your updated resume at:- 9289685409 ( Ms.Sapna) or lineup your face to face in person interview in office on Saturday ( 14 June 2025)
Job Type: Full-time
Pay: ₹15,000.00 - ₹25,000.00 per month
Schedule:
- Day shift
- Fixed shift
Supplemental Pay:
- Performance bonus
- Yearly bonus
Work Location: In person
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