Job Description

JD for Financial Advisor

Position: Financial Advisor

Location: Delhi

Company Website: https://wealthmantra.com.au/

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. This requires emails, phoning insurance, and investment. companies and get specific client
portfolio information.

Prepare insurance premium estimates and quotes using specific software. Prepare application forms, reports & mind map presentations. Submit application forms and
follow-up applications, insurance underwriting, medicals, etc.

Phoning clients & establishing good work relationships. Basic marketing activities (i.e., sending email newsletters, arranging client events).
Job Type: Full-time

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

Schedule:

Morning shift
Work Location: In person

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