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    • Job Opening

    Operations Assistant

    Company
    Kalpataru Wealth
    Description

    • Managing tailor made portfolios for clients
    • Ensuring active client engagement, after sales service & client outreach
    • Acquiring new clients through referrals & innovative marketing initiatives.
    • Monitoring & following up on all action items from client’s meeting
    • Should be comfortable in doing data calls to acquire HNI/UHNI clients.
    Position
    Operations Assistant
    Qualifications
    • Graduate or above • Excellent communication, interpersonal, & listening skills • Ability to network and maintain client relationship • Good at handling multiple responsibilities • Strong attention to detail • Knowledge of financial service • Determination & tenacity with good analytical skills
    Experience
    Fresher and above
    Additional Information
    Interested candidates please mail across your resume on info@kalpataruwealth.com
    No. of Vacancies
    1
    Remuneration
    As per Industry Standards
    Location
    Mumbai (Kandivali)
    Website
    https://kalpataruwealth.com/
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