We are looking for a motivated and detail-oriented individual to support the day-to-day operations of our advisory business and grow with HappyWise.
KEY RESPONSIBILITIES—
- Processing and tracking of mutual funds, insurance, and other product transactions.
- Client follow-ups and service support.
- Maintaining records and basic reports.
- Planning and wealth management support
WHO WE ARE LOOKING FOR—
-0 to 3 years of experience (freshers are also welcome).
-Interest in finance, financial markets, mutual funds, insurance, and wealth management.
- Positive communication skills and a team player.
- Comfortable with MS Excel and basic computer skills.
-Organized and responsible with attention to detail.