Job responsibilities

• 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.

Job Requirements:

• 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

Skill Set Required:

• MS Office
• Good analytical, verbal & written communication
• Confident & Self-motivated.

Experience: 0-2 yrs experience

Location : Cochin, Kerala