*Provide prompt, accurate, and friendly customer service. This will include responding to inquiries regarding Financial Planning, investment options, documentation, assisting with transfers, goal mapping and performance review against client goals.
• Prospect for new business through various channels and follow up with warm leads.
• Use a customer-focused, needs-based process to educate customers about investment options
• Hold internal and client facing status meetings, and updates that report on performance, issues, and continuous improvement
• Create and maintain comprehensive project and client documentation
• Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client\\\\\\\\\\\\\\\'s portfolio is on par with expectations
• Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle
Minimum College degree with 2-3 years of experience within the financial management industry: equity, investments, insurance etc.
• Have a good understanding of core business concepts and certification courses in investment and financial markets.
• Must be a Self-starter with a passionate, positive and enthusiastic attitude.
• Excellent communication, presenting and reporting skills in English language desired
• Expertise in Microsoft Office products especially Microsoft Excel
• Have access to a laptop, personal conveyance and smartphone for work purposes
• Is willing to work and travel according to the client schedules/ routines.
• Have access to a laptop, personal conveyance and smartphone for work purposes *Fixed salary/incentive based pay. Looking for someone who is willing to put in extra hours at work.
|Experience||2 - 3 Years|
|Salary||2 Lac 25 Thousand To 3 Lac P.A.|
|Industry||Financial Services / Banking, Investments / Insurance / stock market / Loan|
|Qualification||Higher Secondary, Other Bachelor Degree|
|Key Skills||Sales Manager Marketing Manager Business Development Manager|
We Excelindia HR Services, has been hired by the Client company
|About Company||*Wealth creating & management consultancy, *Goal linked Financial planning, *Insurance :Health / General, *Retirement planning, *Children plans, *Estate planning & Will writing services.|
|Contact Person||D. Mukherjee|
|Address||Flat-103/C, First Floor, Thakurbari Block 8,Hem Pal Lane, P.O. Belur Math|