Home
Jobs

Financial Advisory Support- Gurugram

1 - 3 years

5 - 6 Lacs

Posted:2 months ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

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

Mock Interview

Practice Video Interview with JobPe AI

Start Financial Analysis Interview Now

My Connections Careernet

Download Chrome Extension (See your connection in the Careernet )

chrome image
Download Now
Careernet
Careernet

Recruitment & Staffing

Tech City

100-250 Employees

380 Jobs

    Key People

  • Alice Johnson

    CEO
  • Bob Smith

    CTO

RecommendedJobs for You