Assistant Advisor

3 days ago

Thane, India Bauva Finserv Full time

**About the Role**:
We are seeking a motivated and detail-oriented individual to assist our Financial Advisor. This role offers a unique opportunity to gain valuable experience in the financial industry and learn from a seasoned professional. Freshers and Experienced can also apply.

**Responsibilities**:
Administrative Support:

- Manage and organize client records, including maintaining accurate and up-to-date files.
- Schedule appointments and meetings.
- Prepare and distribute client correspondence and reports.
- Assist with the preparation of presentations and marketing materials.

**Client Support**:

- Respond to client inquiries and requests in a timely and professional manner.
- Assist with client meetings and provide administrative support.
- Conduct research on financial products and services.

**Financial Analysis**:

- Assist with data entry and analysis.
- Prepare basic financial reports and spreadsheets.
- Support in the preparation of financial plans and forecasts.

**Compliance**:

- Assist in ensuring compliance with regulatory requirements.
- Maintain accurate records and documentation.

**Qualifications**:

- Strong organizational and time management skills.
- Excellent attention to detail.
- Proficiency in Google Workspace.
- Strong communication and interpersonal skills.
- Interest in finance and a desire to learn.
- A positive attitude and willingness to learn.

**Basic qualification**
- A Bachelor's degree in Commerce or a related discipline.
- Familiarity with basic financial and investment concepts, with a genuine desire to build a deeper understanding of the financial industry.

Pay: ₹10,000.00 - ₹15,000.00 per month

Schedule:

- Day shift

Work Location: In person

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