Hyderabad
INR 3.0 - 6.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Managing calendars, scheduling meetings, and sending reminders. Answering phone calls, emails, and taking messages. Drafting correspondence like emails and letters. Preparing reports, presentations, and briefs. Maintaining databases and filing systems Arranging travel, including flights, accommodation, and transportation. Should be willing to travel alone with the CEO and Managing Director Organizing events and conferences. Coordinating speaking engagements Taking notes at meetings. Liaising with internal and external stakeholders. Handling confidential information discreetly. Assisting with daily time management Act as a liaison, ensuring smooth communication between team members, clients, family members, prospects, public relations Assist with household management Monitor operations and coordinate with all team members on their tasks, and schedules Involve in research or data analysis Preferred candidate profile
Hyderabad
INR 3.0 - 6.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities 1. call leads, prospects, clients, manage relationships, engage clients, update their financials 2. resolve client queries proactively, stay connected with clients 3. follow up clients for their service criterias, identify opportunities of up sell and cross sell 4. Assessing Client Situations 5. Risk profiling of clients 6. develop financial plans 7. assess the needs, wants, aspirations and goals of clients 8. advise clients on suitable strategy 9. devise investment planning for acheiving client goals Preferred candidate profile NISM are preferred
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