Job description
Administrative Assistant

We are seeking a highly organized and detail-oriented Administrative Assistant to join our dynamic team at MFS (Modani Financial Services) in Jaipur. The ideal candidate will have a strong background in investment/Equity Market and a passion for helping clients achieve their financial goals through effective portfolio strategies.

The Key Responsibilities are

Office Management: Oversee day-to-day office operations, including buying and sale transactions, client on boarding, reporting etc.

Client Consultation: Serve as the first point of contact for clients, meet with clients to understand their financial goals, risk and investment preferences.

Investment Advice: Provide informed recommendations on various mutual fund schemes and investment options

Transaction Facilitation: Assist clients in buying, selling, or switching between mutual funds and shares.

Data Compilation and Reporting: Gather and compile data necessary for various reports, including performance summaries and market analysis. Provide clients with periodic updates on their investments

Relationship Management: Build and maintain strong relationships with clients by addressing their concerns promptly and providing ongoing support throughout their investment journey

Requirements

Education: Bachelor’s or Master’s degree in Finance

Experience: Proven work experience as an Administrative role within the financial services industry (minimum of 2 years preferred).

Certifications: NISM-VA / CFP (Certified Financial Planner) are advantageous.

Transportation: Candidates should have their own conveyance.

Skills:

Strong analytical skills and proficiency in financial analysis tools

Excellent verbal and written communication skills

In-depth knowledge of investment strategies and risk management practices

Ability to work independently as well as collaboratively within a team

What We Offer

A dynamic work environment that fosters professional growth. Opportunities for continuous learning and development in the field of finance. Competitive salary and benefits package

If you are passionate about investment management and possess the skills necessary to excel as an Administrative Manager, we invite you to apply.

Please submit your resume and cover letter to [email protected] latest by 15th Oct2024.

Salary: 17000-20000 Per Month