Financial Planner Female

2 weeks ago

Delhi Delhi, India Talent Connect 360 Full time

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.

Pay: ₹20,000.00 - ₹40,000.00 per month

Schedule:

- Morning shift

Work Location: In person

**Speak with the employer**
+91 9821781455

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