Finance Executive

2 weeks ago


Nashik, India HN MULTIVERRSE PVT LTD Full time

1. Schedule client appointments, manage statements, and prepare agendas, forms, and other deliverables for appointments, etc

2. Preparation of Agreements and other documents

3. Updating client software with all required information and maintaining it up to date.

4. Calling product providers and collecting required data for advisors

5. Completing Research and preparing comparison reports of various product providers.

6. Responding to clients regarding their queries

7. Prepare correspondence and paperwork for advisors

8. Preparing and maintaining documents and client files in accordance with client requirements

9. Manage firm website, CRM, custodian statements, social media sites, etc.

10. Perform other allowable duties as assigned by the advisors and paraplanners

11. Assisting the clients with client presentations and any other activities as agreed

12. The role holder may, from time to time, be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.

**Job Types**: Full-time, Fresher

**Salary**: ₹10,000.00 - ₹20,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Nashik, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 7841846084


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