Broadly speaking, this job has the following aspects:1) Follow-up with clients on a regular basis2) Follow-up with AMC's and other business entities for queries3) Update data and search for new and better data that can help business4) Prepare data for presentation5) Soft marketing of financial products6) Prepare forms of mutual funds, insurance companies, corporate and other entities7) Any other work that may arise out of the natural course of business
Interview Type : Written-test, Face to Face Interview
We are a financial planning firm based out of Ahmedabad. We have been in this business since the year 2000. We deal in financial products such as equities, corporate debt, Insurance, mutual funds and G-Sec.While we are based out of Ahmedabad, we operate in multiple countries. Our key expertise is in financial planning and execution.