Selected Intern's Day-to-day Responsibilities Include Share regular portfolio updates with existing clients. Call and interact with clients to address their questions and service requests. Assist in resolving queries. Gather insights on difficulties faced by clients and communicate them to the advisory team. About Company: Shashank Mahajan, the founder of Value Educator, is a full-time investor and can be your go-to financial advisor. He is passionate about business analysis, its growth, and entrepreneurship, and exploring them in search of new aspects to uplevel his personal and professional life.
You will be responsible for the following tasks: - Share regular portfolio updates with existing clients. - Call and interact with clients to address their questions and service requests. - Assist in resolving queries. - Gather insights on difficulties faced by clients and communicate them to the advisory team. About the company: Value Educator, founded by Shashank Mahajan, is a platform where you can access full-time investor and financial advisor services. Shashank Mahajan is passionate about business analysis, growth, entrepreneurship, and is constantly exploring new aspects to enhance his personal and professional life.,