- Assisting client onboarding on to Zreya Wealth Platform,
- periodically following up with clients for data collection and assisting in formulating financial plan, contact clients as per TAT over phone /email/ skype etc,
- provide documentation on client discussion/meeting minuted and on client account opening with NSE MFS, processing transaction on NSE MF platform,
- take ownership of assigned clients transactions till completion of all decided actions/steps,
- processing life and general insurance applications, co ordinate and follow up with respective life and general insurance company on policy issuance.