Financial Advisory Support

Desired Candidate Profile

1-6 years experience in financial advisory roles such as portfolio management investment advisory or wealth management.
Candidates with international Bpo Experience ( Voice ) can also apply.
Excellent Verbal Communication skills required for this job role.

Bachelors degree in Commerce () preferably from a reputed institution.

Strong understanding of financial markets instruments and regulations; knowledge of mutual funds is an added advantage.

If Interested drop your resume at or Call Surbhi

Provide financial advisory support to clients ensuring timely resolution of queries related to portfolio management investment advisory and wealth management.

Offer excellent customer service by responding promptly to client inquiries and resolving issues efficiently.

Develop strong relationships with clients through regular communication ensuring high levels of satisfaction and retention.

Collaborate with internal teams to ensure seamless delivery of services and maintain accurate records of client interactions.