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  • 0 - 5 Years
  • Posted : above 1 month
  • Openings : 5

Job Description:





Looking for a financial content creator to join our advisory team



 



Following would be the key responsibilities



·        Create personal financial plans, conduct periodical reviews



·        Engaging clients in meaningful conversations about how we could help improve their financial wellbeing



·        Thoroughly understand and be able to explain to prospects, the different services offered by the company



·        Act as first level of support for advisory clients; coordinate with other team members to take any service requirement to closure



·        Maintain related to end to end data MIS related to financial planning



·        Create and develop content related to finance weekly for circulation to clients



·        Present financial plans to client and assist them in the process of execution



 



Skills and Qualifications




Good understanding of financial planning concepts Strong subject knowledge Can compensate for lack of experience
Excellent communication skills Decent content writing skills good command over English                              Enthusiastic and willing to experiment
Comfort with MS Office (particularly excel and ppt)
Client centric attitude



 



Experience 0-5 years



CTC as per industry standard



Company Financial planning firm- Kolkata, Westbengal



 

Profile Summary:

Employment Type : Full Time
Industry : Banking/Financial Services/Broking
Functional Area : Corporate Planning / Consulting
Role : Corporate Planning/Strategy Manager
Salary : 125000.00 - 250000.00
Deadline : 07th Oct 2019

Key Skills:

Company Profile:

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