PhonePe Recruitment 2023

The job of a Financial Planner Post is to provide support to Financial Planners. Financial Planners will provide advice and guidance to their clients on investments, insurance, retirement planning, and other financial matters. Financial Planner Posts will support Financial Planners by conducting research, preparing reports, and maintaining client files.

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Requirements:

1. -Bachelor's degree in Business Administration, Economics, or a related field

   -1-3 years of experience in financial research or plan administration

   -Proficient in Microsoft Office Suite

   -Familiar with investment products, insurance products, and retirement planning options

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A company’s customer experience is their bread and butter. As the customer experience manager, your job is to oversee customer interactions and ensure that they are positive, informative,

Responsibilities:

• -Conduct research on investment products, insurance products, and retirement planning options
• -Prepare reports on findings and make recommendations to Financial Planners
• -Maintain client files and records
• -Answer client inquiries and provide support to Financial Planners