Posted:10 hours ago|
Platform:
On-site
Full Time
Overseeing day-to-day financial, mutual fund, and insurance transactions.
Managing and organizing client documents systematically.
Recording comprehensive client details using MS Office tools.
Facilitating the seamless onboarding process for new clients.
Corresponding with clients through emails and other communication channels.
Crafting professional and informative PowerPoint presentations.
Ensuring effective communication channels within the organization.
Proactively following up with clients to maintain strong relationships and promptly address concerns.
Job Types: Full-time, Permanent
Pay: ₹10,000.00 - ₹18,000.00 per month
Ability to commute/relocate:
Education:
Experience:
Language:
Location:
Willingness to travel:
Work Location: In person
Sanayaa Capital Private Limited
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