Personal Assistant

We are looking for a professional, well-spoken female Client Relationship Coordinator to support client interaction, coordination, and basic assessment activities.

This role is not sales, BD, pre-sales, or commission-based.

Key Responsibilities:

Client communication & coordination (office-based)

Scheduling client meetings and follow-ups

Collecting basic client information for assessment

Maintaining client records and documentation

Coordination with senior financial advisor

📌 No loan selling, no interest discussion, no bank negotiation

Field Exposure (Limited & Planned):

Occasional pre-planned client meetings may be required

Field visits are professional, safe, and assisted

No random roaming or late-hour field work