Financial Advisor - #941523

Red Earth Education & Migration Pty Ltd

Date: 2 weeks ago
City: New Delhi, Delhi
Contract type: Full time
  • Set up client files and add client data to the financial planning software.
  • Prepare forms, documents, and templates.
  • Type up client questionnaires & portfolio reports.
  • Download and collate documents and other research.
  • Update and maintain client database.
  • Managing database in CRM system.
  • Client-facing tasks that require providing quality service to our clients through direct meetings. via zoom, online messages, or phone conversations.
  • Responding to client queries in a timely and professional manner.
  • Prepare product comparison reports. This requires emails, phoning insurance, and investment. companies and get specific client portfolio information.
  • Prepare insurance premium estimates and quotes using specific software.
  • Prepare application forms, reports & mind map presentations.
  • Submit application forms and follow-up applications, insurance underwriting, medicals, etc.
  • Phoning clients & establishing good work relationships.
  • Basic marketing activities (i.e., sending email newsletters, arranging client events)

Yearly Bonus

Paid Leaves

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