Posted:3 days ago|
Platform:
Work from Office
Full Time
This job involves executing financial transactions. A few tasks that it includes are:
- Mutual Fund Transactions
- Insurance transactions
- Client Onboarding
- Follow-up and maintaining records.
- Posting on social media.
- Preparing reports and presentations.
- Other run time tasks.
Skills required
- Graduation in Commerce
- PowerPoint and Excel.
- Good communication skills, both written and oral.
Preferred Candidates
- The candidate currently lives in Bangalore.
- The candidate has 1-3 years of experience in a wealth management firm.
- Basic knowledge about mutual funds, insurance, RD, FD, etc.
Interested candidates send your rsum to contact@happywise.in
Work location: V V Puram, near National College Metro Station
HappyWise Financial Services
contact@happywise.in
https://www.happywise.in
Happywise Financial Services
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Instantly access job listings, apply easily, and track applications.
delhi, delhi, india
Salary: Not disclosed
delhi, delhi, india
Salary: Not disclosed
Experience: Not specified
1.75 - 3.0 Lacs P.A.
delhi, delhi, india
Salary: Not disclosed
gurugram
14.0 - 18.0 Lacs P.A.
pune, maharashtra
Salary: Not disclosed
haryana
Experience: Not specified
Salary: Not disclosed
hyderabad, telangana, india
3.0 - 8.0 Lacs P.A.
delhi, delhi, india
Salary: Not disclosed
Experience: Not specified
2.0 - 5.0 Lacs P.A.
