Administration Assistant

10 hours ago

Jaipur Rajasthan, India Modani Financial Services Full time

**Administrative Assistant**

The Key Responsibilities are

**Office Management**: Oversee day-to-day office operations, including buying and sale transactions, client on boarding, reporting etc.

**Client Consultation**: Serve as the first point of contact for clients, meet with clients to understand their financial goals, risk and investment preferences.

**Investment Advice**: Provide informed recommendations on various mutual fund schemes and investment options

**Transaction Facilitation**: Assist clients in buying, selling, or switching between mutual funds and shares.

**Data Compilation and Reporting**: Gather and compile data necessary for various reports, including performance summaries and market analysis. Provide clients with periodic updates on their investments

**Relationship Management**: Build and maintain strong relationships with clients by addressing their concerns promptly and providing ongoing support throughout their investment journey

**Requirements**:
**Education**: Bachelor’s or Master’s degree in Finance

**Experience**: Proven work experience as an Administrative role within the financial services industry (minimum of 2 years preferred).

**Certifications**: NISM-VA / CFP (Certified Financial Planner) are advantageous.

**Skills**:
Strong analytical skills and proficiency in financial analysis tools

Excellent verbal and written communication skills

In-depth knowledge of investment strategies and risk management practices

Ability to work independently as well as collaboratively within a team

**What We Offer**

A dynamic work environment that fosters professional growth. Opportunities for continuous learning and development in the field of finance. Competitive salary and benefits package

If you are passionate about investment management and possess the skills necessary to excel as an Administrative Manager, we invite you to apply.

Pay: ₹18,000.00 - ₹20,000.00 per month

Schedule:

- Day shift
- Morning shift

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 1 year (preferred)

**Language**:

- Hindi (preferred)
- English (preferred)

Work Location: In person

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