Job Description

Job description Actively work with the U.S. Financial Advisor's team, help creating effective financial plan for the existing clients at individual level. Work over financial planning tools, based on proper analysis of clients financial documents and advisors inputs. Active approach to learning U.S. financial planning concepts. Stay up to date on the stock market and mutual fund concepts, educate the clients when required. Assist clients over the calls, resolve queries related to their demat portfolio. Preferred candidate profile 1 years of work experience in International voice is mandatory , candidate with good finance knowledge would be given preference. Postgraduation in / Diploma in Financial Planning/ Graduation in Commerce, Business Management with minimum of 50% marks Flawless verbal and written communication skills Strong interpersonal skills Perks and benefits Hybrid mode of work Both side cabs Saturday and Sundays fixed off Free finance certification course For Further Details Contact Sanjukta @ 9811174183