Overseeing day-to-day financial, mutual fund, and insurance transactions.
Managing and organizing client documents systematically.
Recording comprehensive client details using MS Office tools.
Facilitating the seamless onboarding process for new clients.
Corresponding with clients through emails and other communication channels.
Crafting professional and informative PowerPoint presentations.
Ensuring effective communication channels within the organization.
Proactively following up with clients to maintain strong relationships and promptly address concerns.
Job Types: Full-time, Permanent
Pay: ?10,000.00 - ?18,000.00 per month
Schedule:
Day shift
Ability to commute/relocate:
Sambalpur, Odisha: Reliably commute or planning to relocate before starting work (Required)
Education:
Bachelor's (Required)
Experience:
total work: 1 year (Preferred)
Language:
English (Required)
Hindi (Preferred)
Location:
Sambalpur, Odisha (Required)
Willingness to travel:
25% (Preferred)
Expected Start Date: 29/05/2025
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