Company Description Khazana Associates is a financial and legal services firm that provides comprehensive solutions for individuals and organizations. From investment advisory to estate planning, tax consultancy to legal services, we offer tailored expertise to help our clients achieve financial freedom and security. Our commitment to client-centric solutions drives positive change and success. Role Description This is a full-time on-site Administrative Assistant role located in Gurugram at Khazana Associates. The Administrative Assistant will be responsible for providing administrative support, handling phone calls with professionalism and efficiency and assisting with executive administrative tasks. Clerical skills and effective communication are crucial for this role. Qualifications Administrative Assistance and Executive Administrative Assistance skills Phone Etiquette and Communication skills Strong clerical skills Excellent written and verbal communication skills Attention to detail and organizational skills Proficiency in MS Office suite Experience in a similar role is an advantage. Freshers can apply. Show more Show less
Company Description Khazana Associates is a financial and legal services firm that addresses critical issues for diverse clients, from individuals to organizations. With a focus on achieving financial freedom and realizing clients' visions, we offer a range of services including Investment Solutions, Legal Services, Tax Consultancy, Estate Planning, and Stock Trading. Role Description This is a full-time on-site role for a Visual Content Creator located in Gurugram. The Visual Content Creator will be responsible for designing and producing visually engaging content for various platforms, including social media, websites, and marketing materials. Their tasks include creating graphics, images, videos, and other visual elements to support the firm's marketing and communication goals. Qualifications Graphic Design, Image Editing, and Video Editing skills Experience in creating visual content for digital platforms Proficiency in AI-based software, Canva Strong attention to detail and creativity Ability to work collaboratively with a team Degree in Graphic Design, Visual Arts, Communications, or related field Show more Show less
Company Description Khazana Associates provides financial and legal services to individuals and organizations, focusing on achieving financial freedom and realizing clients' visions. Their core services include Investment Solutions, Legal Services, Tax Consultancy, Estate Planning, and Stock Trading, all aimed at creating positive change for their diverse client base. Role Description This is a full-time on-site Sales Assistant role located in Gurugram at Khazana Associates. The Sales Assistant will be responsible for day-to-day tasks such as engaging with customers, providing exceptional customer service, communicating effectively, driving sales, and maintaining excellent organizational skills. Qualifications Interpersonal Skills, Customer Service and Communication skills Sales and Organization Skills Ability to work in a fast-paced environment Excellent time management and multitasking abilities Prior sales experience in insurance or finance is a plus Graduation in any stream Show more Show less
Company Description Khazana Associates tackles critical financial and legal issues for diverse clients, from individuals to organizations. Our unique, success-driven approach helps clients achieve financial freedom and realize their vision. We provide a broad range of services, including Investment Solutions, Legal Services, Tax Consultancy, Estate Planning, and Stock Trading. As a Registered Member of NSE & BSE, we simplify Stock Market participation, making equity trading and share investment accessible. Partner with Khazana Associates for client-centric expertise across your financial and legal needs. Role Description This is a full-time on-site role for a Wealth Manager located in Gurugram. The Wealth Manager will be responsible for providing financial planning and investment management services to clients. Day-to-day tasks include developing tailored financial plans, managing investment portfolios, advising clients on mutual funds, fixed deposits, bonds, and insurance options, and ensuring compliance with regulatory requirements. In addition, the Wealth Manager will assist clients with estate planning, tax consultancy, and legal documentation related to financial assets. Qualifications Experience and knowledge in handling Investments, including Mutual Funds, PMS, FDs, and Bonds Understanding of Insurance solutions and products Excellent interpersonal and communication skills Ability to work independently and effectively manage client relationships Relevant certifications (e.g., CFP, CFA) and experience in the financial services industry is a plus Bachelor's degree in Finance, Accounting, Business Administration, or related field
Company Description Khazana Associates addresses critical financial and legal issues for diverse clients, from individuals to organizations. We offer a broad range of services including investment solutions, legal support, tax consultancy, estate planning, and stock trading. Our success-driven approach helps clients achieve financial independence and realize their vision. Based in Gurugram, we are committed to client-centric expertise and empowering clients towards security and success. Role Description This is a full-time on-site role for a Client Relationship Manager located in Gurugram. The Client Relationship Manager will be responsible for managing and enhancing relationships with clients, understanding their financial and legal needs, and providing appropriate solutions. Day-to-day tasks include overseeing investment portfolios, assisting with legal documentation, offering tax consultancy services, and providing estate planning support. Additionally, the role involves facilitating stock trading activities and ensuring client satisfaction through consistently professional and responsive service. Qualifications Client Relationship Management and Customer Service skills Experience in Financial Planning and Wealth Management Knowledge of Legal Documentation and Estate Planning Tax Consultancy and Accounting expertise Stock Trading and Investment Advisory proficiency Excellent communication and interpersonal skills Ability to work independently and as part of a team Bachelor's degree in Finance, Law, Business Administration, or related field
Company Description Khazana Associates tackles critical financial and legal issues for diverse clients, from individuals to organizations. Our success-driven approach helps clients achieve financial freedom and realize their vision. We provide a broad range of services, including investment solutions, legal services, tax consultancy, estate planning, and stock trading. Partner with Khazana Associates for client-centric expertise across your financial and legal needs. We are committed to empowering your journey to security and success. Role Description This is a full-time, on-site role for an Executive Assistant located in Gurugram. The Executive Assistant will handle executive administrative assistance, prepare expense reports, and provide executive support. The role also includes managing communications, scheduling meetings, and coordinating travel arrangements. The Executive Assistant will act as a liaison between the executive team and other departments, ensuring smooth operations and efficient workflow. Qualifications Executive Administrative Assistance and Administrative Assistance skills Experience in preparing Expense Reports Proficiency in Executive Support and Communication skills Strong organizational and multitasking abilities Excellent written and verbal communication skills Bachelor's degree in Business Administration, Communications, or related field Proficiency in Microsoft Office Suite and other relevant software
Company Description Khazana Associates tackles critical financial and legal issues for diverse clients, from individuals to organizations. We provide a broad range of services and solutions designed for positive change, including Investment Solutions, Legal Services, Tax Consultancy, Estate Planning, and Stock Trading. Our unique, success-driven approach helps clients achieve financial freedom and realize their vision. Partner with Khazana Associates for client-centric expertise across your financial and legal needs. We are committed to empowering your journey to security and success. Contact us to learn how we can assist you. Role Description This is a full-time, on-site role for a Service Relationship Manager located in Gurugram. The Service Relationship Manager will be responsible for managing business relationships, ensuring customer satisfaction, and providing top-notch customer service. Day-to-day tasks include communicating with clients to understand their needs, offering tailored financial solutions, and addressing any concerns or issues that arise. The role requires maintaining a strong understanding of our financial products and services to effectively support and guide clients. Qualifications Skills in Business Relationship Management and Customer Service Ability to ensure Customer Satisfaction Strong Communication skills Knowledge of Finance Proactive problem-solving abilities and attention to detail Proven track record in managing client relationships and providing excellent customer service Bachelor's degree in Business, Finance, or related field is preferred
As an Insurance Sales Specialist at Khazana Associates in Gurugram, your primary responsibility will be to sell insurance policies to a diverse range of clients. Your role will involve assessing client needs, providing detailed information on insurance policies, and offering personalized solutions to meet their requirements. Your daily tasks will include prospecting potential clients, meeting sales targets, and maintaining strong client relationships to ensure customer satisfaction and loyalty. Communication and interpersonal skills are key to excel in this role, along with a solid understanding of various insurance products. You should be able to assess customer needs effectively and provide suitable insurance solutions based on their requirements. Proficiency in using CRM software and other sales tools is essential, along with excellent organizational and time management skills. Strong negotiation and client management abilities will be crucial in this role, along with knowledge of regulatory requirements in the insurance sector. While a Bachelor's degree in Business, Finance, or a related field is preferred, relevant experience in sales and insurance will also be valuable for this position. Join Khazana Associates and be a part of a team dedicated to empowering clients" journeys towards security and success.,
Company Description Khazana Associates addresses critical financial and legal issues for individuals and organizations. With a success-driven approach, we provide services such as investment solutions, legal support, tax consultancy, estate planning, and stock trading. Our core services aim at financial independence, robust portfolio growth, and personalized legal counsel for asset protection. Based in Gurugram, we are committed to empowering clients on their journey to financial security and success. Role Description This is a full-time, on-site role located in Gurugram for an Account Executive. The Account Executive will be responsible for managing client accounts, providing financial and legal advice, and developing client relationships. Daily tasks include creating and implementing investment strategies, assisting with legal documentation, and providing tax consultancy. The role also involves estate planning support and facilitating stock trading activities. Attention to detail, strong communication skills, and the ability to work collaboratively are essential. Qualifications Experience in Financial Planning, Wealth Management, and Investment Solutions Skills in Legal Support, Will Drafting, and Legal Documentation Proficiency in Tax Consultancy and Accounting Services Knowledge of Estate Planning and Asset Protection Expertise in Stock Trading and Market Analysis Strong written and verbal communication skills Ability to work effectively on-site and handle client interactions Relevant degree in Finance, Law, or related field
Company Description Khazana Associates addresses critical financial and legal issues for a diverse range of clients, from individuals to organizations. Our success-driven approach helps clients achieve financial freedom and realize their vision. We offer a broad spectrum of services including investment solutions, legal services, tax consultancy, estate planning, and stock trading. Since 2017, our personalized services and client-centric expertise have empowered clients in their journey to security and success. Role Description This is a full-time on-site role for a Finance Intern (Paid) based in Gurugram. The Finance Intern will be responsible for supporting the finance team with day-to-day tasks such as financial analysis, preparing financial statements, and assisting in accounting activities. Additional duties include conducting research, analyzing data, and preparing reports to support financial decision-making. The intern will also communicate findings and assist in the implementation of financial strategies. Qualifications Strong Analytical Skills and proficiency in Financial Analysis Knowledge of Finance and preparing Financial Statements Basic understanding of Accounting principles Excellent Communication skills, both written and verbal Proficiency in Microsoft Office, especially Excel Detail-oriented with strong organizational skills Currently pursuing or recently completed a degree in Finance, Accounting, Economics, or a related field
Company Description Khazana Associates tackles critical financial and legal issues for diverse clients, ranging from individuals to organizations. We offer a broad range of services including investment solutions, legal services, tax consultancy, estate planning, and stock trading. Our unique, success-driven approach helps clients achieve financial freedom and realize their vision. Since 2017, with our empaneled partners, we've provided personalized services to ensure financial independence, robust portfolio growth, and effective legal counsel. Partner with us for client-centric expertise across your financial and legal needs. Role Description This is a full-time, on-site role for a Sales Executive Intern, located in Gurugram. The Sales Executive Intern will be responsible for supporting the sales team in identifying potential clients, engaging with current clients, conducting market research, and participating in sales presentations and meetings. Daily tasks include maintaining the client database, preparing sales reports, assisting in developing promotional materials, and performing administrative tasks as needed. This role involves close collaboration with the sales and marketing teams to enhance sales strategies and grow our client base. Qualifications Excellent communication, presentation, and interpersonal skills Understanding of sales principles and customer service practices Basic proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) Ability to conduct market research and analyze data Strong organizational and multitasking abilities Ability to work independently and within a team Bachelor’s degree in Business, Marketing, or a related field is preferred Experience in the financial or legal services industry is a plus
Company Description Khazana Associates tackles critical financial and legal issues for diverse clients, ranging from individuals to organizations. We offer a broad range of services including investment solutions, legal services, tax consultancy, estate planning, and stock trading. Our unique, success-driven approach helps clients achieve financial freedom and realize their vision. Since 2017, with our empaneled partners, we&aposve provided personalized services to ensure financial independence, robust portfolio growth, and effective legal counsel. Partner with us for client-centric expertise across your financial and legal needs. Role Description This is a full-time, on-site role for a Sales Executive Intern, located in Gurugram. The Sales Executive Intern will be responsible for supporting the sales team in identifying potential clients, engaging with current clients, conducting market research, and participating in sales presentations and meetings. Daily tasks include maintaining the client database, preparing sales reports, assisting in developing promotional materials, and performing administrative tasks as needed. This role involves close collaboration with the sales and marketing teams to enhance sales strategies and grow our client base. Qualifications Excellent communication, presentation, and interpersonal skills Understanding of sales principles and customer service practices Basic proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) Ability to conduct market research and analyze data Strong organizational and multitasking abilities Ability to work independently and within a team Bachelors degree in Business, Marketing, or a related field is preferred Experience in the financial or legal services industry is a plus Show more Show less