Gain a deep understanding of planning practices, actively participate in meetings, take detailed notes, and ensure CRM maintenance. Integrate relevant information into the company's Management Information System (MIS) as needed.
- Stay abreast of broader market trends and investment opportunities to provide clients with the most up-to-date advice and options.
- Act as a liaison for clients, addressing inquiries and guiding them through the implementation process. Utilise knowledge of their past transactions to ensure comprehensive future planning and advice.
- Continuously develop and review clients' goals, ensuring ongoing alignment with their financial objectives. Manage the back-office operations using Invest well Mint, tallying goals and maintaining accurate data.
- Maintain client-specific MIS records, including implementation logs, follow-ups, and coordination with the team to ensure seamless execution of plans.

Pay: ₹400,000.00 - ₹600,000.00 per year

Work Location: In person

📌 Para Planner (Bengaluru)
🏢 Vedita Ventures
📍 Bengaluru