
Financial Advisor
9 hours ago
JD for Financial Advisor
Position: Financial Advisor
Location: Delhi
Role Specific Responsibilities:
Main Responsibilities
- Set up client files and add client data to the financial planning software.
- Prepare forms, documents, and templates.
- Type up client questionnaires & portfolio reports.
- Download and collate documents and other research.
- Update and maintain client database.
- Managing database in CRM system.
- Client-facing tasks that require providing quality service to our clients through direct
meetings. via zoom, online messages, or phone conversations.
- Responding to client queries in a timely and professional manner.
Additional Tasks
- Prepare product comparison reports.
portfolio information.
- Prepare insurance premium estimates and quotes using specific software.
- Phoning clients & establishing good work relationships.
Schedule:
- Day shift
Work Location: In person
**Speak with the employer**
+91 9821781455
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