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| Job Location | Mumbai City |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Education / Training |
| Functional Area | Sales / BD,General / Other Software |
| EmploymentType | Full-time |
Trainee Intern - Customer Service & Back Office (City - Mumbai) Job Profile Complete customer service & client related back office operations management, Answering Client calls and responding to their requests, Data entry in sofwares, Follow up with vendors, third parties, fund houses & insurance companies on client investments, Client presentations.Candidate Profile Commerce graduate with good excel and communication skills. Fluent in English language and ability to grasp new ideas quickly. 2 years experience in financial services industry, preferably from broking houses or banks. Only Female candidates. Even freshers can .Company Profile Circle Wealth is a niche wealth management firm focused on managing the complete financial life of individuals. We cater to professionals employed in corporate organizations and self employed businessmen. We provide fee based advisory services across asset classes. Our focus is to take away complete management of an individual s finances such that they can focus on their core competency of revenue generation. We align the current savings to meet the future financial goals in a tax efficient manner. Our actions originate from our belief system as follows The very reason of our engagement is to constantly deliver VALUE to our customers such that they are at peace with their finances. Any advice will be such that we would want for ourselves if we had been in the clients situation. Being transparent in all our actions builds the foundation for long term engagement and win-win for both clients as well as us. We believe in having limited number of clients and providing them with 360 degree advisory on their complete finances. We do not believe in revenue targets, having stronger relationships is the key. Our website is currently under construction.Growth Opportunities - We are a rapidly growing organization, aiming to grow our client base by 40% every year over next 5 years. Also, we are in the process of ing for the recently introduced SEBI Investment Advisors Regulations. Consequently, our headcount will also grow. Candidates joining at this phase will take leadership positions going forward. We are inclined to offer good growth prospects, both in terms of profile, responsibilities and remuneration.Remuneration offered As per industry standards, depending upon the domain knowledge and experience. Annual paid leaves, medical and casual leaves are applicable. A fixed annual bonus will be given. There will also be group medical and accidental insurance covers. ,
Keyskills :
back office operationsdata entryback officegroup medicalfinancial goalsaudio masteringcustomer serviceenglish languagewealth managementoffice operationsfinancial servicesadvisy servicesoperations man