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 positive work relationships.
Basic marketing activities (i.e., sending email newsletters, arranging client events)

Perks
Yearly Bonus

Paid Leaves

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