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 prospects 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