Optimum Solutions

Financial Analyst

Position : Financial Advisor

Posted On : 2023-09-01

2lacs P.A. - 6 lacs P.A.

Full Time

Maharastra (Pune), Pune


Soft Skill

Possesses good communication & analytical skills
• Attention to detail

Vacant Post
Total : 1

Technical Skill

• Possesses working knowledge of MS Office
• Demonstrates willingness to help and others outside team
• Organizes own workload and establishes priorities

Eligibility :-

Financial Advisor

Job Description :-

• The contractors will assist with the execution of documentation reviews, account opening, investment support, distributions and gifting. • Shift timings: 6:30pm IST log in

Responsibilities :-

This roles primary responsibility is to ensure that the parameters relating to Productivity, Completeness and Turnaround time are met
• Daily actions to be performed in adherence to procedural guidelines per SLA by effectively prioritizing based on defined criticalities & in adherence to all control parameters
• Ensures objectives are met within time and risk parameters by establishing team objectives and plans and adapting them as required in response to change or ambiguity
• Ensure adequate documentation is in place to initiate Clients asset transfers and adherence of controls to minimize the scope of any adverse client and financial impact

Company Benefits :-


Contact :-

  • Mobile : 8800516860
  • Email : career@rapidrecruiters.com
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