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Requirements:
Good communication in English
Domain knowledge
Financial planner
Financial analysis
Financial budget
Responsibilities:
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.
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.
Benefits:
Week end off (sat/sun)
Good communication in English
Domain knowledge
Financial planner
Financial analysis
Financial budget
Responsibilities:
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.
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.
Benefits:
Week end off (sat/sun)
JOB TYPE
Work Day: Full Time
Employment type: Permanent Job
Salary: INR 15,000.00 – 20,000.00 Monthly
Positions available: 5
JOB REQUIREMENTS
Minimal experience: Unspecified
Gender: Indistinct
