Munificent Tech Services jobs - Financial Planner

Financial Planner

Munificent Tech Services
experience 0 to 1 Year
salary 15,000 - 20,000 Per Month
qualification
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Posted: 14 Days ago
Views: 1
Applications: 0
Openings: 4

Job Description

Shift Timing - 1:00 PM - 10:00 PM

Primary Responsibilities:

  • Collaborate with advisers to receive task assignments and understand project requirements.
  • Accurately document task requests in the Smart Sheet for seamless task tracking.
  • Thoroughly comprehend the needs and expectations of end users and advisers, ensuring alignment with the provided advice.
  • Review End Users' details to identify any missing information and initiate corrective actions
  • Play a pivotal role in data collection, including assessing the need for supplementary information through super and insurance research activities.
  • Liaise with Advisers to seek clarifications or obtain additional information as needed.
  • Generate, prepare, and edit reports, ensuring they adhere to high-quality standards and effectively communicate financial insights.

Job Particulars

Who can applyFreshers and Experienced (0 to 1 Year )
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id1643596
Locality Address Nasik-Others
StateMaharashtra
Country India

About Company

We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and more.

Our vision is to be the go-to outsourcing partner, embodying optimism, transparency, commitment, and integrity in all we do. Join us in shaping India’s role as a leading Knowledge Process Outsource (KPO) destination while fostering growth for our team, partners, and community.

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