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Position Details:
Position Associate Client Service @ TVK Finmart
Company Name TVK Finmart
Location Bangalore, India
Job Type Associate Client Service
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 : http://www.zreyawealth.com/

Company Profile : Zreya in Sanskrit means trust, our business is built on trust and transparency.

We at Zreya Wealth Solutions provide our clients with easy to use, simple to understand wealth management tools.  We blend technology along with human touch to provide seamlessly and cost effective money management solutions. The tools we provide will simplify your financial planning process. 360-degree view and control on your personal finance is what you can expect by signing up with us. Comprehensive coverage on Mutual funds, Life Insurance, Health Insurance, Real estate Investments, Estate Planning, Loans, Tax planning is part of our service offerings.

Our motto at Zreya Wealth Solutions is to create Informed and Happy Clients.

Job Location : Bangalore

Job Profile & Responsibilities :

  • Assisting client onbaoading on to Zreya Wealth Platform, periodically following up with clients for data collection and assisting in formulating financial plan
  • Contact clients as per TAT over phone /email/ skype etc
  • Provide documention on client discussion/meeting minuted and on client account opening with NSE MFS
  • Processing transaction on NSE MF platform
  • Take ownership of assigned clients transactions till completion of all decided acions/steps
  • Processing life and general insurance applications
  • Co ordinate and follow up with respective life and general insurance company on policy issuance.


Candidates Profile 

  • Must have excellent communication skills, Must be comfortable working in a start-up environment.
  • minimum one year experience in client service role, the good understanding of financial planning concepts. 
  • Good understanding of mutual funds, life insurance general insurance, experience in NSE MF platform is a plus.

Salary : As per industry standards

Interested candidates can mail their updated resumes at “Placement@fpa.edu.in with the company name and profile name.

Please go through the JD carefully before applying.

 

Posted Date 28/11/2017

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