• Jr. Service Advisor / Service Advisor Jobs in Mumbai,India

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Job Description:

Position Details Position Jr Service Advisor / Service Advisor Plan Ahead Wealth Advisors Pvt Ltd Company Name Plan Ahead Wealth Advisors Pvt Ltd Location Mumbai, India Job Type Jr Service Advisor / Service Advisor Job Description Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain Please refer to the job descriptions for your reference
Company Profile Plan Ahead is a SEBI Registered Investment Advisory company Plan Ahead is a decade old company with clients across India and the world Plan Ahead aims to add meaning to finances and time to clients lives, by providing financial planning & wealth management solutions It was established in 2003 by Vishal Dhawan and Shalini Dhawan

Experience Candidate should be graduate/post-graduate/CFP Job Profile & Responsibilities

Documentation for investment products like mutual funds, FD, bonds, insurance, PMS including KYC and Account opening documentation

Client communication via phone and email and management of clients servicing requests

Handling client queries/ requests and resolving them as per agreed TATs

Portfolio Data management and website data updation and maintenance of the company database daily

Management and upkeep of client servicing softwareHandling projects related to client servicing and online platforms

Following systems and processes for business operations

Working with office boy teams for documentation management

General office administration

Functioning with various teams, ensuring customer delight by achieving delivery & quality service

Candidate Profile

Work experience in mutual funds / stock broking /insurance/financial services industry preferred

Must know MS Excel , MS Word, Internet Applications and Email usage very well

Must have good grasp of English and good communication skills

Should be comfortable with numbers and ability to work under pressure

Should be skilled in maintaining cordial relationship with clients, ensuring quality and service norms

Should be comfortable in handling client queries and providing solutions in time

Should be confident about handling HNI clients

Attention to detail is important

Salary Range Salary will be commensurate with Industry standards, and will depend on work experience , educational qualifications and skills

Company website - wwwplanaheadin

Interested candidates can mail their updated resumes at Placementfpaeduin with the company name and profile name

Please go through the JD carefully before applying

Posted Date 23/02/2017

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Educational/Training, Research/Surveyor/MR
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 15th Mar 2020

Key Skills:

Company Profile:

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