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Position Details:
Position Operations-Representative @ Smart Solutions
Company Name Smart Solutions
Location MUMBAI, India
Job Type Operations-Representative
Job Description

Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

Company Website :

Company Profile : Smart Solutions is a Financial Planning and Wealth Management Consultancy and has been in advisory since 2012. Our focus is to create Comprehensive Financial Plans for clients and also undertake Portfolio Management based on asset allocation

Job Location : Central Suburbs

Job Profile & Responsibilities :

  •  Data Management
  •  Opening of Demat Account of Clients
  •  Application of Mutual Funds of Clients
  •  Application of Insurance of Clients
  •  Handling Service issues related to Portfolio of Clients
  • Generating Report

Candidates Profile : 

  •  B.Com
  •  Knowledge of Computers i.e. Excel, Word
  •  CFP / AFP
  • Preference would be given to candidate having worked in Mutual Fund or Insurance Industry.

Salary :  1.5 Lakhs – 2.4 Lakhs p.a.

Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 17/07/2017

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