Finance Executive - Noida, Uttar Pradesh, India - Innorenovate
Description
Client Facing Role (MBA Fresher) (Finacial Internship)
Existing Client
- Review the goals set by the client. If there are no goals, discuss how to arrive at goals. Feed the goals in software and map ongoing investment
- Review current status of goals and the shortfall with clien
- Review current asset allocation based on investment made thru GWPL as well as outside GWPL (eg PPF, EPF, NPS etc.) and Risk profile. If required, do fresh Risk profiling. Discuss gap and suggest changes in portfolio.
- Review cash flow on yearly basis and recommend incremental investment based on surplus being generated5. Review insurance portfolio - Life & Health & General. In case of gap, recommend a suitable product to bridge the gap6. Generate Referral from existing client
Job Types:
Full-time, Permanent, Fresher
Pay:
₹20, ₹22,000.00 per month
License/Certification:
- Finance Internship (preferred)
- NISM (preferred)
Work Location:
In person
More jobs from Innorenovate
-
Company Secretary
Ahmedabad, Gujarat, India - 2 weeks ago
-
Customer Service
Noida, Uttar Pradesh, India - 4 days ago
-
Insurance Sales Advisor
Noida, Uttar Pradesh, India - 2 weeks ago
-
Sales Executive
Coimbatore, India - 1 week ago
-
Java Selenium
Bengaluru, India - 2 weeks ago
-
Enterprise Solution Architect
Gurgaon/Gurugram, India - 5 days ago