Financial Advisor - New Delhi, India - Red Earth Education & Migration Pty Ltd

Description

• Set upclient files and add client data to the financial planningsoftware.
  
• Prepare forms documents and templates.
  
• Type up clientquestionnaires & portfolio reports.
  
• Download and collatedocuments and other research.
  
• Update and maintain clientdatabase.
  
• Managing database in CRM system.
  
• Clientfacing tasksthat require providing quality service to our clients throughdirect meetings. via zoom online messages or phoneconversations.
  
• Responding to client queries in a timely andprofessional manner.
  

Requirements

• Prepare product comparison reports. Thisrequires emails phoning insurance and investment. companies and getspecific client portfolio information.
  
• Prepare insurancepremium estimates and quotes using specific software.
  
• Prepare applicationforms reports & mind map presentations.
  
• Submit applicationforms and followup applications insurance underwriting medicalsetc.
  
• Phoning clients & establishing good workrelationships.
  
• Basic marketing activities (i.e. sending emailnewsletters arranging client events)
  

Benefits

YearlyBonus
PaidLeaves
Prepare productcomparison reports. This requires emails, phoning insurance, andinvestment. companies and get specific client portfolioinformation. Prepare insurance premium estimates and quotes usingspecific software. Prepare application forms, reports & mindmap presentations. Submit application forms and follow-upapplications, insurance underwriting, medicals, etc. Phoningclients & establishing good work relationships. Basic marketingactivities (i.e., sending email newsletters, arranging clientevents)