- 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 skilled manner.

Requirements
- 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)

Benefits
Yearly Bonus

Paid Leaves

📌 Financial Advisor (New Delhi)
🏢 Red Earth Migration
📍 New Delhi