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Operations -Representative@Smart Solutions

Company Name Smart Solutions
Location MUMBAI, India
Job Type Operations - Representative
Job Description

Company Profile : Smart Solutions is a Financial Planning and Wealth Management Consultancy and has been in advisory since 2012. Our focus is create Comprehensive Financial Plans for clients and also undertake Portfolio Management based on asset allocation

Job Description : 

  • Data Management
  • Opening of Demat Account of Clients
  • Application of Mutual Funds of Clients
  • Application of Insurance of Clients
  • Handling Service issues related to Portfolio of Clients

Candidate Profile : 

  • Qualifications
  • B.Com 
  • Knowledge of Computers i.e. Excel, Word
  • CFP / AFP
  • Preference would be given to candidate having worked in Mutual Fund or Insurance Industry.

Additional Details : Only Male Candidates can apply. Freshers also may apply.Preference will be given to candidate staying in Central Suburbs.

Salary : 1.5 Lakhs - 2.4 Lakhs p.a.

Interested candidates can mail their updated resumes at “” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 11/11/2019