V- Financial Services jobs - Backend Operations Executive and Assistant Financial Planner
Backend Operations Executive And Assistant Financial Planner
Fresher
Salary not disclosed
Posted:
8 Months ago
Views:
Applications:
Openings:
1
Job Description
- CASH FLOW PLANNING AND CALCULATION
- INVESTMENT REPORT GENERATION
- INVESTMENT EXECUTION
- FINANCIAL GOAL PLANNING AND PREPARING PROPOSAL
- CLIENT INTERACTION AND ENSURING NEW BUSINESS FROM EXISTING CLIENTS AND TAKING REFERRAL
- Investment documents and KYC updation in various softwares
- Retirement planning
- Tax planning
- Assist in implementing process improvements to enhance efficiency and productivity
- Adhere to company policies and regulatory requirements
- Excellent communication and interpersonal skills
- Ability to multitask and work under pressure
- Proficiency in using Microsoft Office suite
- Attention to detail and strong organizational skills
- Ability to work independently and as part of a team
- Familiarity with financial services and regulatory requirements
About Company
V-Financial Services is a 20 plus years old wealth management company, catering to HNI clients across glob. Its has various group companies to name few are Finoviser Financial Services LLP, V Financial wealth, Fino executive search etc.
V-Financial services is end to end financial solution for its customers and it deals in:
1) Equity 2) Financial Planning 3) Investment Planning 4) Rebalancing the portfolios 5) Family office 6) Estate planning 7) Retirement Planning 8) Tax Planning 6) Will writing and legal aids pertaining to financial matters 7) Investment portfolio reviews and reports .
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