Signed in as:
filler@godaddy.com
Signed in as:
filler@godaddy.com
Supporting leadership mindsets through our job opportunities
Consult clients on financial goals and design personalized financial portfolios and deliver structured investment planning and ongoing support.
Acquire new clients and drive sales of financial products (MFs, AIF, PMS, Loans, Insurance) and other solutions based on clients goal and interest.
Ensure smooth office operations by managing records, scheduling and documentation supporting our advisory teams with precision and professionalism.
Support clients through onboarding, appointment booking and service coordination ensuring smooth process and lasting relationships.
From content creation to campaign management, you have to build brand presence across social media, LinkedIn and other digital platforms.
Entering data from one source into another, ensuring data is accurate, organized and accessible, often verifying information for the company.
Responsible for managing client base, client retention, portfolio reviews, cross-selling and delivering strong a client experience.
You’ll be the first point of contact, responsible for on-ground client interactions, lead generation and supporting the sales team in driving business.
Smart Financial Planners
4th Floor, B - Wing, Kamla City, Lower Parel West, Mumbai - 400013, Maharashtra, India
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