1 Lacs
Posted:15 hours ago
Conduct surveys: reach out to prospective and existing clients to understand their financial needs and priorities, and record their responses accurately.
Plan goals with Lifeline: map each client's life goals onto a Lifeline plan, so every goal has a clear timeline and target.Run financial audits: carry out the Monthly Money Management Audit to identify a client's cash surplus, and complete risk profiling to understand their risk appetite.Book appointments for your supervisor: schedule client meetings and follow up, so the supervisor's calendar stays organised and no lead is missed.
Pay: ₹14,000.00 - ₹15,000.00 per month
Work Location: In person
Free courses, interview questions and practice for each skill.
Full Time
A & B Essence
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Mumbai
Experience: Not specified
1.68 - 1.8 Lacs P.A.
Mumbai
Experience: Not specified
1.68 - 1.8 Lacs P.A.
AI Job Matching Summary
