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Expert Staffing Solutions New Delhi logo
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 mem...

Posted 5 months ago

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