Job Description
Company Description
Plan Dreams Financial Solutions (Plan Dreams FinSol LLP) located in Pimpri Chinchwad is dedicated to guide clients in achieving financial independence by offering tailored solutions in budgeting, investment planning, debt management, and wealth creation. Our work focuses on empowering individuals to align their finances with their life goals, ensuring a secure and prosperous future.
Role Description
This is a full-time on-site role for a Business Development and Operations Executive at Plan Dreams Financial Solutions. The Executive will be responsible for new business development and operational activities, business communication, and account management to drive the growth and success of the company.
Qualifications
• Good communication skills (English, Hindi & Marathi) and personal presentation.
• Good knowledge about personal finance, investment products
• Knowledge of clerical and administrative procedures.
• Good computer skills (MS Office is a must have).
• Keen to work in a highly demanding environment.
• Right attitude to the learning curve sharp
Key Responsibilities
• Learn the investment and insurance products we deal in and help us grow our business.
• Managing back-office work for our advisory firm
• Preparation of presentations and reports required for serving our clients.
• Managing client communication and deal with their queries
• Responsible for quality team development and playing important role in expanding the market
• Managing accurate maintenance & updating database
Plan Dreams Financial Solutions (Plan Dreams FinSol LLP) located in Pimpri Chinchwad is dedicated to guide clients in achieving financial independence by offering tailored solutions in budgeting, investment planning, debt management, and wealth creation. Our work focuses on empowering individuals to align their finances with their life goals, ensuring a secure and prosperous future.
Role Description
This is a full-time on-site role for a Business Development and Operations Executive at Plan Dreams Financial Solutions. The Executive will be responsible for new business development and operational activities, business communication, and account management to drive the growth and success of the company.
Qualifications
• Good communication skills (English, Hindi & Marathi) and personal presentation.
• Good knowledge about personal finance, investment products
• Knowledge of clerical and administrative procedures.
• Good computer skills (MS Office is a must have).
• Keen to work in a highly demanding environment.
• Right attitude to the learning curve sharp
Key Responsibilities
• Learn the investment and insurance products we deal in and help us grow our business.
• Managing back-office work for our advisory firm
• Preparation of presentations and reports required for serving our clients.
• Managing client communication and deal with their queries
• Responsible for quality team development and playing important role in expanding the market
• Managing accurate maintenance & updating database
💡 Quick Summary
Seeking a career-building opportunity? The Business Development and Operations Executive position is now open for candidates interested in the Operations Executive Jobs sector. This role in PimpriChinchwad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.
