Role Details: * Calling * Fixing meetings * Client interaction Work Timings: * Full Time – 10 AM to 8 PM (Flexible) * Part Time – 3 PM to 7 PM or 4 PM to 8 PM
Job Title: FA Coordinator (Full-Time) Location: Work from Office – KK Nagar, Chennai Timing: 10 AM – 8 PM (Flexible) Salary: ₹10,000 – ₹20,000 Immediate Joining Preferred Key Responsibilities: Make client calls Schedule and fix meetings Interact with clients professionally Coordinate with Financial Analysts
Client Coordination & Relationship Management Act as the first point of contact for clients, addressing queries and understanding their financial goals. Schedule, organize, and manage client meetings and follow-ups. Maintain long-term relationships by ensuring timely responses and personalized service. Financial Analysis & Investment Solutions Gather client information related to income, expenses, assets, liabilities, and goals. Analyze client portfolios and identify gaps or risks in existing investments. Provide well-structured investment solutions based on client needs, risk profile, and market opportunities. Support senior financial analysts in preparing personalized financial plans. Team Collaboration Work closely with senior financial analysts to discuss client cases and finalize solutions. Assist in implementing recommended strategies and track execution status. Coordinate internally with research and operations teams for data and report preparation. Reporting & Documentation Prepare detailed financial reports, client proposals, and presentations. Maintain accurate records of client interactions, meeting notes, and investment advice provided. Track and report key metrics like client satisfaction, portfolio performance, and meeting schedules.
Proven experience as a Video Editor with a strong portfolio. Proficiency in editing software (Adobe Premiere Pro, After Effects, Final Cut Pro, DaVinci Resolve, etc.). Knowledge of sound design, color correction, and grading. Creativity, attention to detail, and strong storytelling ability. Ability to handle multiple projects simultaneously. Good communication and teamwork skills.