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Job Description:

Position Details Position Office Assistant Kapadia Wealth Builders Company Name Kapadia Wealth Builders Location Mumbai, India Job Type Office Assistant 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 Website http//wwwkapadiawealthbuilderscom/

Company Profile We are in the field of Insurance & Investments since 30 years With the changing scenario & the increasing investment avenues eventually we have evolved ourselves as Financial Planners Financial Planning is the process of developing strategies to assist consumers in managing their financial affairs to meet life goals The process of financial planning involves reviewing all relevant aspects of an individuals situation across a large breadth of financial planning activities, including inter-relationships among often conflicting objectives We offer you with our specialized financial planning expertise and management of your funds in the best possible way to offer you long term growth and prosperity

We take a disciplined, holistic approach to understand whats most important to youyour lifestyle, family, goals and priorities From there, we will work with you to build a personalized, comprehensive strategy that aligns with your values and aspirations Its a long-term partnership between you and us

As Kapadia Wealth Builders we frame objectives, policies, procedures, programmes and budgets regarding the financial activities for our clients This ensures effective and adequate financial and investment planning

Job Location FORT, Mumbai

Job Profile & Responsibilities

Handling Insurance quotations, renewals, claims, and outdoor work related to this Knowledge of other financial products will be desirable
Ensuring smooth documentation for purchase / sale of products, generating various financial reports from various sofwares, excel templates
Managing records in MS Word and MS Excel; correspondence through emails, letters etc; attending phonecalls ; exploring information about various financial products using the Internet

Candidates Profile

Commerce Graduate or equivalent having exposure to Insurance work, admin work etc with 1-2 years experience and more preferred
Must possess knowledge of English and computer applications
Should be enthusiastic to learn and grow as an individual and with the company

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Educational/Training, Research/Surveyor/MR
Functional Area : Accounting/Tax/Company Secretary/Audit
Role : Cost Accounting/ ICWA
Salary : As per Industry Standards
Deadline : 20th Feb 2020

Key Skills:

Company Profile:

Ambition Learning Solutionsarfix

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