What are we looking for / Job Description

We are looking for Financial Advisors to join our team. If you are from a financial domain, understand the world of finance, or have an experience working for an financial services firm, or having a degree/diploma from NISM, CFP, CFA etc or have done professional courses in finance then you will love this position.

Key Responsibilities

• Understand Clients’ financial needs
• Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
• Give advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goals
• Prepare Financial plans for clients and present them
• Meeting Business Targets and Client Retention goals.
• Answer clients’ questions, address concerns and resolve them as per SLAs
• Regularly review clients’ portfolio and have continuous engagement
• Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients
• Continuous communication with clients’ to stay up to date with their financial status
• Building and maintaining your client base.

Qualifications required

• Bachelor’s degree in business, finance or related field.
• Knowledge of Financial & Securities market and Insurance
• 2-3 years of experience as a Financial Advisor / Client Relationship manager or similar role
• Certification Financial Domain like CFP, CFA, NISM certification will be added advantage
• Proficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etc
• Critical thinker and problem-solving skills
• Good time-management skills
• Great interpersonal and communication skills, written and spoken English is must.
• Team player

What are we looking for / Job Description

We are looking for Client Relationship Managers to join our team. If you are from a servicing industry and have some understanding of finance, or have an worked in client relationship manager role for an financial services firm and enjoy interacting with people then this position is just for you.

Key Responsibilities

• Build positive and productive relationships with clients for business growth.
• Schedule regular meetings, discussions, teleconferences and visit client offices to strengthen the relationships.
• Understand client needs and customize existing business programs to meet their needs.
• Provide client support and handle client communications effectively.
• Manage and close client businesses to achieve profitability.
• Maintain existing clients and generate new clients to achieve revenue goals.
• Address client concerns promptly and professionally.
• Inform clients about company products, services and promotions.
• Discuss business contracts and cost with clients.
• Ensure that client requests are handled timely and accurately.
• Develop new strategies to improve client satisfaction.
• Maintain up-to-date knowledge about company products and services.
• Answer clients’ questions, address concerns and resolve them as per SLAs
• Building and maintaining your client base.

Qualifications required

• Bachelor’s degree in business, finance or related field.
• Great interpersonal and communication skills, written and spoken English is must.
• Prior experience with customer service or similar role
• Proficient in Word, Excel, Outlook and PowerPoint, Social Media tools like Linked In, Facebook etc
• Critical thinker and problem-solving skills
• Good time-management skills
• Team player

What are we looking for / Job Description

We are looking for Backoffice Executives to join our team. If you have experience in Backoffice management, working with Excel, Word and Presentations are your key skills, if your mail drafting and communications skills are good and you enjoy interacting with people, then upload your resume now !

Key Responsibilities

• Prepare progress reports and Presentations for clients.
• Drafting Mails and communications to clients
• Corresponding with Partners, Vendors and Companies through Calls and Mails over various queries and ensuring queries are solved
• Answer clients’ queries and resolve them as per SLAs
• Performing market research.
• Gathering and processing data.
• Performing basic admin duties including printing, sending emails, and ordering office supplies, work related outdoor duties as and when required
• Assisting and coordinating with the sales team.
• Processing company receipts, invoices, and bills.
• Assisting and supporting management.
• Building and maintaining your client base.

Qualifications required

• Graduate from any University or similar field.
• Previous work experience as an Office Executive.
• Excellent organizational skills.
• Knowledge of computer operating systems and MS Office, Excel, and Powerpoint is must
• Ability to work as part of a team.
• High-level written and verbal communication skills.
• Basic knowledge of Financial and CRM software.
• Familiarity with Internet, Accounting software