Backend Operations Executive And Assistant Financial Planner Jobs Opening in V- Financial Services at Kharghar, Nerul, Panvel, Navi Mumbai

Backend Operations Executive and Assistant Financial Planner

V- Financial Services

0 Years

Not disclosed

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Posted: 06 Nov 24

Job Description

- CASH FLOW PLANNING AND CALCULATION

- INVESTMENT REPORT GENERATION

- INVESTMENT EXECUTION

- FINANCIAL GOAL PLANNING AND PREPARING PROPOSAL

- CLIENT INTERACTION AND ENSURING NEW BUSINESS FROM EXISTING CLIENTS AND TAKING REFERRAL

- Investment documents and KYC updation in various softwares

- Retirement planning

- Tax planning

- Assist in implementing process improvements to enhance efficiency and productivity

- Adhere to company policies and regulatory requirements

- Excellent communication and interpersonal skills

- Ability to multitask and work under pressure

- Proficiency in using Microsoft Office suite

- Attention to detail and strong organizational skills

- Ability to work independently and as part of a team

- Familiarity with financial services and regulatory requirements

More information about this Backend Operations Executive and Assistant Financial Planner Job

Please go through the below FAQs to get all answers related to the given Backend Operations Executive and Assistant Financial Planner job

What are the job requirements to apply for this Backend Operations Executive and Assistant Financial Planner job position?
- Ans: A candidate must have a minimum of fresher as an Backend Operations Executive and Assistant Financial Planner

What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, BA, BBA/BBM, BBS, BFA
What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
This Backend Operations Executive and Assistant Financial Planner is a work from home job?
- Ans: No ,its not a Work from Home Job.
How many job vacancies are opening for the Backend Operations Executive and Assistant Financial Planner position?
- Ans: There are immediate 1 job openings for Backend Operations Executive and Assistant Financial Planner in our Organisation.

Job Particulars

Role accountant

Education B.Com, BA, BBA/BBM, BBS, BFA

Who can apply Freshers

Hiring Process Face to Face Interview

Employment TypeFull Time

Job Id2555611

Job Category Finance

Locality Address Kharghar , Nerul , Panvel , Sanpada , Vashi

State Maharashtra

Country India

About Company

V-Financial Services is a 20 plus years old wealth management company, catering to HNI clients across glob. Its has various group companies to name few are Finoviser Financial Services LLP, V Financial wealth, Fino executive search etc.

V-Financial services is end to end financial solution for its customers and it deals in:

1) Equity 2) Financial Planning 3) Investment Planning 4) Rebalancing the portfolios 5) Family office 6) Estate planning 7) Retirement Planning 8) Tax Planning 6) Will writing and legal aids pertaining to financial matters 7) Investment portfolio reviews and reports .

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