About the job: Key responsibilities: 1. Build and send proposals from MoM for prospects 2. Summarize key points from MoM for existing clients 3. Update the latest details of clients' finances on Google Keep based on MoM 4. Set and manage follow-ups and reminders for clients/prospects from MoM 5. Map client goals mentioned in MoM on NJ Wealth Software 6. Update monthly figures for top clients on Google Sheets 7. Prepare a PowerPoint presentation summarizing the monthly data 8. Develop a deeper understanding of mutual funds, insurance, and other alternative investment products 9. Maintain monthly data for each of these products 10. Research and suggest new product offerings as they emerge in the market 11. Analyze existing products and recommend changes or continuation 12. Gain expertise in software tools such as Excel, PowerPoint, email composition and replies, NJ Wealth Partner Desk, Bond Bazaar, PMS back-office portals, and other relevant platforms 13. Call clients to remind them about missed SIPs 14. Invite clients to webinars and events 15. Educate clients on trending investment concepts 16. Interact with clients to understand their requirements and assist in fulfilling them 17. Coordinate with new clients for the onboarding process and assist in account opening 18. Be available for in-person visits to clients' residences/offices when necessary for tasks that cannot be completed online or over calls 19. Explore and research new software tools as suggested by the firm's owner 20. Work closely with the back-office team to execute activities mentioned in MoM 21. Develop a strong understanding of investments 22. Suggest portfolio upgrades or changes to the Chief Planner based on client requirements and market trends 23. Take full responsibility for updating and maintaining Google Drive for the Customer Relationship Department 24. Handle any client-facing, portfolio-related, or research-related tasks as required based on market conditions Who can apply: Only those candidates can apply who: are from Thane only Salary: ₹ 2,00,000 - 3,00,000 /year Experience: 0 year(s) Deadline: 2025-06-18 23:59:59 Skills required: MS-Office, Client Interaction, Client Relationship Management (CRM), Client Relationship, Sales Support, Research and Analytics, Financial literacy, Effective Communication and Customer Support Other Requirements: Finance Graduate/CFP would be preferred About Company: Aspire Financial Services is a 19-year-old Thane-based mutual fund distribution firm that specializes in providing investment solutions to grow our clients' finances and build wealth. Siddharth, being the second generation in this business, has been vital in providing research insights, enhancing service quality, and heading client relationship management. He is a certified financial planner and manages over 200 client portfolios.