- Support the Financial Planning team to handle and deliver the Financial plans through the Online platform as well as offline mode.
- Handling client queries related to product and operations
- Provide Client support and guidance in Registration and Data gathering
- Handle research related to investment products like Mutual Fund, Insurance and Equityk.
- Responsible for advising people in respect to their financial assets.
- Knowledge of investment products like Mutual Fund, Insurance and Equity
- Develop and maintain long term relationship with the new as well as existing customers.
- Provide good quality service to customers
- Knowledge in Financial modelling
- MS Office
- Good analytical, verbal & written communication
- Confident & Self-motivated.
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