Personal Assistant to Director
13 hours ago
Deeraj Shetty - Your Personal CFO
We are SEBI RIAs: Financial Planners & Retirement Advisors.
We deliver Financial Freedom & Peace of Mind while planning Your Retirement.
We have families who invest their money and plan their retirement with us with:
Wealth Protection: Term & Health Insurance + PF, PPF & NPS
Wealth Creation: Nifty Index Funds (Marge, Mid, Small), S&P 500 & NASDAQ 100.
Wealth Management: Gold, Silver, GILT & Arbitrage Funds.
Few facts about us.
We are fee-only Financial Planners and Retirement Advisors.
We are SEBI Registered Investment Advisors - 1 of 50 Corporate RIAs in India.
We have our '5 Secrets to Retiring Early'
We have our Proprietary Algorithm which focuses on: Wealth Protection, Wealth Creation & Wealth Management parameters for the Investor.
We have developed our in-house Client App - QID
Job description:
We are looking for a Team Member to help us grow.
We are looking for a Flexible and Self-Motivated individual.
We want our new member to work closely with our Founder and be his eyes and ears in the business (Office Management, Client Communication & Coordination) a Multi-Tasker - Operations, Reconciliations, Client Communication, Vendors Management
Assisting for Client Servicing and Operational Tasks for MF utilities and other Products
Communication skills - Verbal, Written & Email
Interpersonal skills - ability to deal with team, vendors, mutual fund companies and Insurance companies along with clients
Time management skills - Plan, Delegate, Follow Up, Close and Communicate tasks on behalf of the team leader
Strong organizational skills - Planning for conferences, podcasts, get togethers, Newsletters, Emailers, etc.
Attention to detail & Adaptability - Reports, Queries, Facts, and quick to learn
Technical savvy - Comfortable with google, emails, excel, word, apps, etc
Job Types: Full-time, Permanent
Pay: ₹27, ₹37,500.00 per month
Benefits:
- Cell phone reimbursement
- Health insurance
- Internet reimbursement
- Paid sick time
- Paid time off
Experience:
- mutual funds: 1 year (Required)
Work Location: In person
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