Admin - Au - Bengaluru, India - Valenta BPO

Valenta BPO
Valenta BPO
Verified Company
Bengaluru, India

2 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description
Admin - AU

FULL TIME | VALENTA AI | INDIA


Job Information:

Current Openings

1

Work Experience

1-3 years

Industry

Financial Services

Salary

3,00,000-5,00,000

City

Anywhere in India

State/Province

Karnataka

Zip/Postal Code


56009- Overview of the RoleAn Administrative support will work closely with our clients and help them in various activities required by them for running their business smoothly.- Role Dimensions- Schedule client appointments, manage statements and prepare agendas, forms and other deliverables for appointments etc.


  • Work on marketing collateral.
  • Responding to clients regarding their queries.
  • Prepare correspondence and paperwork for advisors.
  • Preparing and maintaining documents and client files.
  • Manage firm website, CRM, custodian statements, social media sites etc.
  • Perform other allowable duties as assigned by the advisors and paraplanners.
  • Assisting the clients with client presentations and any other activities as agreed.
  • The role holder may, from time to time, be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.
  • Preparation of quotes for requested Insurance providers.
  • Preparation of meeting/ review documents and presentations for new and existing clients.
  • Preparation of fee forms and any other forms as required by the advisor.
  • Transcribe client voice notes into written documents.

Requirements:


  • Available to login at 5.30 am and in a later shift from office if required in future.
  • Minimum Requirements
  • B. Com/B.Sc./MBA.
  • 02 Years of experience in Financial Services. Knowledge in UK market is added advantage.
Good Communication and presentation skills.

  • Knowledge & Skills
  • Ability to deal with ambiguity.
  • Customer centric approach and ensure that customers are serviced well.
  • Detailoriented with ability to prioritize and organize workflow.
  • Selfstarter and able to work independently.
  • Flexible and willing to perform other tasks as assigned.
  • Superior interpersonal, organizational and client service skills
  • Ability to work in a fastpaced, highintensity work environment
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