Jr. Executive/ Executive – Compliance & Team Support

Ladder7 Financial Advisors

0 to 5 yrs. Navi Mumbai
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Posted on 20 Nov 2018

Job Description

There will be huge learning opportunities & this position will be ideal for someone who wants to acquire new knowledge & skills and get a good understanding of the financial planning domain.

a) Once the client is acquired, ensuring that the due compliance & documentation process is done.

b) Team & Business support functions like updating clients about upcoming goals/ payments etc., handling inquiries, contacting clients, billing etc.

c) Office functions like payments, liaison work & smooth conduct of the office

d) Planning related functions like portfolio reviews, preparation of reports etc. are also part of this role.

Keyskills

Job Posted by

Suresh Sadagopan Principal Consultant Ladder7 Financial Advisories Navi Mumbai

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