Financial Planning Assistant
SimpliWealth
Financial Planning Assistant
SimpliWealth
Jaya Nagar, Bengaluru/Bangalore
₹20,000 - ₹28,000 monthly*
Fixed
₹20000 - ₹25000
Average Incentives*
₹3,000
Earning Potential
₹28,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 2 years
Basic English
Job Details
Interview Details
Job highlights
Urgently hiring
6 applicants
Job Description
As an Assistant Financial Advisor, you will play a critical role in supporting the firm’s financial advisory team by assisting with client relations, generating leads, and contributing to the overall financial planning process. You will be responsible for ensuring clients' queries are handled effectively, supporting their financial goals, and providing timely assistance to the senior financial advisors.
Job role
Work location
SimpliWealth, 9th Main Road, Jayanagar 3rd Block, Jayanagar, Bengaluru, Karnataka, India
Department
Banking / Insurance / Financial Services
Role / Category
Banking/Loan Sales
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 2 years
Education
Graduate
Skills
Customer service, Good Communication Skills, Lead Generation, CRM, Business development
English level
Basic English
Age limit
20 - 35 years
Gender
Female
About company
Name
SimpliWealth
Address
SimpliWealth, 9th Main Road, Jayanagar 3rd Block, Jayanagar, Bengaluru, Karnataka, India
Job posted by SimpliWealth
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