About the Job
Key responsibilities:1. Assist with various aspects of financial planning and wealth management, conduct market research, prepare reports, and support client meetings.
2. Be involved in data analysis, project coordination, client acquisition, Telecalling, and portfolio management tasks.
3. Emphasis will be placed on learning and development through hands-on experience in handling real-world financial scenarios.
Number of Openings
2 openingsPerks of this Jobs
Free snacks
Skills
MS-Office, Presentation skills, Digital Marketing, MS-Excel, Financial Modeling, English Proficiency (Spoken), Canva, Research and Analytics, Market research, Customer Acquisition
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