26 Sep
|
Bizby Professionals Private
|
Pune
26 Sep
Bizby Professionals Private
Pune
Join Fortune Capital and gain practical exposure to Mutual Funds, Insurance, Wealth Management and Client Relationship Management.
Key Responsibilities
Handle client calls and queries
Update client information in internal systems
Assist in day-to-day business operations
Contact existing clients regarding investment products
Assist in client follow-ups and relationship management
Support the team in investment-related activities and documentation
Requirements
Finance / Commerce / Management student or graduate
Robust communication and interpersonal skills
Basic knowledge of financial markets is an advantage
Valuable knowledge of MS Excel, Word and PowerPoint
Analytical and organized approach
Opportunity: Hands-on exposure to financial services, mutual funds, insurance, wealth management and capital markets.
📌 Financial Advisor (Pune)
🏢 Bizby Professionals Private
📍 Pune