Paraplanner

3.00 to 6.00 Years Bangalore 04 Jun, 2020

Job Location	Bangalore
Education	Not Mentioned
Salary	Not Disclosed
Industry	Insurance
Functional Area	Sales / BD
EmploymentType	Full-time

Job Description

Assist senior planners in conducting plans and drafting financial planning reports
Analyse clients needs, and thereafter research and recommend suitable products to senior planners
Attend client meetings, support senior planners by preparing for meetings and making preliminary financial planning recommendations
Liaise with customers to help execute recommendations
Coordinate marketing events to supplement the firm s branding efforts
Prepare PowerPoint presentations and other visual aids
Actively resolve queries and concerns of clients to optimize their investment experience

MBA Finance/Marketing (Single / Dual)

Characteristics for success at PeakAlpha:

Excellent analytical and communication skills
Strong desire to work with people and transform their financial futures by inculcating the discipline of planning
Strong entrepreneurial drive
Desire to excel and the willingness to explore new ideas

Keyskills :
visualaids eventmarketing financialfutures financialplanning communicationskills excel finance research planning drafting planners marketing powerpoint investment analytical conducting communication presentations IntegratedBrandMarketing

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Job Description

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