30 Oct
|
Morag Finserve | AMFI Registered Mutual Fund Distributor
|
Kalbadevi
30 Oct
Morag Finserve | AMFI Registered Mutual Fund Distributor
Kalbadevi
Conduct surveys: reach out to prospective and existing clients to understand their financial needs and priorities, and record their responses accurately.
Plan goals with Lifeline: map each client's life goals onto a Lifeline plan, so every goal has a explicit timeline and target.
Run financial audits: carry out the Monthly Money Management Audit to identify a client's cash surplus, and complete risk profiling to understand their risk appetite.
Book appointments for your supervisor: schedule client meetings and follow up, so the supervisor's calendar stays organised and no lead is missed.
Pay: ₹14,000.00 - ₹15,000.00 per month
Work Location: In person
📌 Intern (Business Development) (Kalbadevi)
🏢 Morag Finserve | AMFI Registered Mutual Fund Distributor
📍 Kalbadevi