Log In
Sign Up
Full Job Description
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.
Knowledge & 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
Benefits:
· Competitive salary and benefits package.
· Opportunity to work in a dynamic and supportive environment.
· Collaborate with experienced professionals in the financial services industry.
· Access to ongoing training and professional development opportunities.
Job Type: Full-time
Salary: ₹15,000.00 – ₹20,000.00 per month
Ability to commute/relocate:
- Nashik, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
Experience:
- total work: 1 year (Preferred)
Speak with the employer
+91 8766779157
