Hiring For a Financial Services organization || International Voice Expert Staffing Solutions New Delhi

1.0 - 5.0 years

4 - 7 Lacs

Noida, Greater Noida

Hybrid

Job Title: Financial Advisory and Contact Centre Specialist Location: Noida Department: Wealth Management / Client Services Job Type: Hybrid Key Responsibilities: Client Advisory Support: Assist financial advisors with preparation of client reviews, financial plans, and investment presentations Conduct preliminary research on financial products, market trends, and portfolio allocations Help with data entry and management in CRM and portfolio management systems Track follow-ups, advisor notes, and client milestones to ensure proactive service Client Contact & Support: Serve as a first point of contact for clients via phone, email, and chatresolving inquiries or routing to appropriate team members Support new client onboarding and documentation (KYC, risk assessments, compliance forms) Provide updates on account status, transaction processing, and general service inquiries Maintain a warm, professional, and responsive communication style to enhance client experience Required Qualifications Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance) Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST) Graduation in any discipline (Financial BG preferred) Good communication skills Basic understanding of MS power point, MS Excel and MS Word Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage. Must have an eye to detail with high accuracy levels. Walk-in drive at company location. Contact Kamakshi (9870164156) if interested.

Posted 2 months ago

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