Executive Assistant

1 week ago

Delhi Delhi, India LM Financial Services Full time

**Client Coordination**: Contact clients and schedule new and review meetings.
- **Executive assistance**: Assist the executive in their tasks, handle client calls, and act as a mediator between the executive and clients to ensure smooth communication and workflow.
- **Data Collection**: Collect relevant data and documents from new clients for investment planning.
- **Office Administration**: Manage work distribution and office administration.
- **Financial Planning**: Understand client needs, create comprehensive financial and investment plans using in-house tools and software along with the executives.
- **Implementation**: Oversee the initiation and documentation of investment plans as provided by the executives, ensuring they align with client risk profiles.
- **Client Interaction & Management**: Manage client queries by coordinating with the relevant departments for resolution, and promptly update the client on the status.
- **Client relationship**: Provide Servicing to clients and maintain the company’s relationship with client.
- **Portfolio Monitoring**: Track and analyze client portfolios, advising on necessary adjustments.
- **Meeting Minutes**: Record and send meeting minutes to clients.
- **Sales**: Upsell and cross-sell investment and insurance products as per client needs.
- **Client Referrals**: Collect client references post-review meetings.

**Qualifications**:

- **Education**: Graduates and undergraduates in BCom, BFM, BFA, BFI, BBI, BMS, BBM.

**Skills**:

- Proficiency in English, Hindi, and local language
- Computer skills (Word, Excel, PowerPoint,); Good Typing speed
- Good Communication Skills
- Good analytical & Problem-solving skills

**Knowledge**:

- Understanding of financial markets, products, and basic tax regulations

**Traits & Qualities**:
Strong communication skills, Persistence, Honest, punctuality, High energy, growth mindset, openness to feedback, and teamwork.

**Experience**:
1-2 years preferred; freshers may apply.

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

**Education**:

- Higher Secondary(12th Pass) (preferred)

**Experience**:

- Business development operations: 1 year (preferred)
- total work: 1 year (preferred)

**Language**:

- English (preferred)

Work Location: In person

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