About the job: Key responsibilities: 1. Handling mutual fund and insurance transactions. 2. Onboarding new clients and maintaining records. 3. Following up with clients and ensuring timely documentation. 4. Posting regularly on social media platforms. 5. Generating leads for business growth. 6. Preparing reports and presentations as required. 7. Assisting with ad-hoc runtime tasks. Requirements: 1. Graduation in Commerce. 2. Proficiency in PowerPoint and Excel. 3. Strong written and verbal communication skills. 4. Preferred Candidates 5. Based in Bangalore. 6. 1-3 years of experience in a wealth management firm. 7. Basic understanding of mutual funds, insurance, recurring deposits (RD), fixed deposits (FD), etc. Note: Work location: V V Puram, near National College Metro Station. HappyWise Financial Services. Who can apply: Only those candidates can apply who: have minimum 1 years of experience are from Bangalore only Salary: ₹ 2,00,000 - 3,00,000 /year Experience: 1 year(s) Deadline: 2025-06-21 23:59:59 Other perks: 5 days a week Skills required: MS-Word and MS-Excel About Company: HappyWise is into comprehensive financial planning and wealth management services. HappyWise ensures that all its clients' financial goals are met by facilitating the most tested of approaches - financial planning. HappyWise facilitates the right mix of advice and backs it up with technology to make its offering truly trustworthy and effective.