Signed in as:
filler@godaddy.com
Signed in as:
filler@godaddy.com
Do financial planning, assist real client meetings, prepare FIPs (Family Investment Portfolio), conduct financial analysis & risk profiling.
Generate leads through field activity, networking or digital strategies. Assist BDM in sales pitch, handle follow-ups & daily conversation.
Create content (post, reels, blogs), manage and optimize social media platforms, drive engagement organically, run marketing campaigns to generate lead.
Assist in recruitment process (sourcing, screening, scheduling interviews), maintain employee records and documentation, support onboarding and induction processs, manage attendance, leave records and HR databases.
Assist in managing client relationships, coordinate client meetings and follow-ups, handle client queries & service requests, support onboarding, maintain client database & communication records, ensure client satisfaction and retention
Smart Financial Planners
4th Floor, B - Wing, Kamla City, Lower Parel West, Mumbai - 400013, Maharashtra, India
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