Shift timing - 10am to 7pm or 11am to 8pm or 12am to 9pm
Location - Mohali / Bangalore / Vizag /Delhi
Role dimensions
Understanding the product. Preparation and checking of customized financial plans, monitoring, and updating the plans.
Coordinating with Paraplanners on scenario analysis and case studies specific to client needs.
Coordinating with all providers of financial products for availability of product, then compare, analyze and finalizing products.
Accompanying advisory team for meetings and review.
Knowledge & Skills
In-depth knowledge of all products (Insurance, health, life, mutual funds, bonds, PPF, etc.)
Excellent communication skills
Good working knowledge of Microsoft office - Excel, word and PowerPoint.
Ability to foster and cultivate relationships with existing and prospective customers.
Ability to work with a team.
Primary Responsibility
Receiving the task from the Advisers
Capturing the task request into the Smartsheet
Understanding the End users and Advisers requirement (Needs and expectations vs. Advice)
Review of End users' details to determine missing information
Data Collection - Determining & collection of additional information (super & insurance research activity)
Contacting the adviser for clarification / additional information
Data entry
Report Generation & editing
Managing team
Review of report for Quality check
Team Management
Management reporting
Maintain client communication
Get client feedback
Finalization of Financial reports for End users
Schedule training programs
Conduct interviews
Management report generation
Access and utilize client reports
Conduct exit interview
Team approvals - attendance, asset take home, travel allowance.
Authorize to conduct appraisal report.
Access to copy of client agreement.
Requirements
Minimum requirements
MBA (Finance), CFP (Pursuing) or CFA (Pursuing), NSE Certifications.
Well versed with investment and insurance concepts.
Proficient in MS Office suite.
Excellent Communication skills (Oral and Written)
1-3 years of work experience in financial sector (Insurance, BFSI, Mutual fund)
Benefits
Perks and Benefits (In addition to all the Mandatory Statutory Benefits such as PF, Group Medical, Gratuity etc.) the following perks and benefits are also provided:
Professional Certifications offered based on interest and career progression.
Team Building Activities.
6 Month's Paid Maternity Leave.
Professional Development Training programs offered as part of Career Growth.
Great Rewards and Recognition for star performers.
Be part of a Centre of Excellence like no other.
International Travel Opportunities - Travel opportunities to meet with Clients for On-Site training and represent the Company at various Industry Events and Conferences.
Be part of a Committee of your Choice (ISO, Sustainability, CSR, Training and Development, Health and Wellness, Reward and Recognition, Entertainment and much more).
Join a World Class Organization that puts employees first.
Disclaimer: - The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. The candidate will be required to perform any other job-related duties when requested by any person authorized to delegate responsibility (i.e. - Manager / Lead). All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations.
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