Posted:2 months ago|
Platform:
Work from Office
Full Time
Hi All, Greetings from CareerNet We are hiring one of the Top Finace company in India The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to the clients. Role & responsibilities : Preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc Create the agenda and summary of meetings and provide necessary follow-up Prepare and ensure new business Assisting in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors Preferred candidate profile : Excellent communication skills & Financial Planning concepts. Basic understanding of MS power point, MS Excel and MS Word Exposure to financial products like mutual funds, insurance, retirement service. Experience of interacting with advisors or U.S business partners will be preferred Candidate should be flexible to work in US Shift Perks and benefits 5 Days(Hybrid) Sat- Sun off Both Side Cabs To schedule your interview slot call or Whatsapp Anandhi @ 9742543989 or Email @ anandhi.prakash@careernet.in Thanks, Regards, Anandhi S
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