The candidate should have the following requirements:-
1. Good communication skills.
2. Should know about mutual funds and insurance.
3. Organization skills.
4. Good inter-personal skills.
The candidate should fulfil the following job responsibilities:-
1. Manage end to operations for a wealth management firm (client onboarding, transaction execution, reporting, support).
2. Has prior experience in financial services (mutual FUNDS, banks, insurance, broking etc).
3. Have a zeal to understand financial markets and make a career in this industry (yes we are open to freshers).
4. Pleasant to talk and prompt in issue resolution.
Founded by IIT IIM alumnus, Finatwork is a new-age boutique wealth management firm which helps families achieve financial goals and build wealth in a structured and scientific way.