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Office Assistant @ KAPADIA WEALTH BUILDERS

Company Name KAPADIA WEALTH BUILDERS
Location MUMBAI, India
Job Type Office Assistant
Job Description

 Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

Company Website : http://www.kapadiawealthbuilders.com/

Company Profile : We are in the field of Insurance & Investments since 30 years. With the changing scenario & the increasing investment avenues eventually we have evolved ourselves as Financial Planners. Financial Planning is the process of developing strategies to assist consumers in managing their financial affairs to meet life goals. The process of financial planning involves reviewing all relevant aspects of an individual’s situation across a large breadth of financial planning activities, including inter-relationships among often conflicting objectives. We offer you with our specialized financial planning expertise and management of your funds in the best possible way to offer you long term growth and prosperity.

We take a disciplined, holistic approach to understand what's most important to you—your lifestyle, family, goals and priorities. From there, we will work with you to build a personalized, comprehensive strategy that aligns with your values and aspirations. It's a long-term partnership between you and us.

As Kapadia Wealth Builders we frame objectives, policies, procedures, programmes and budgets regarding the financial activities for our clients. This ensures effective and adequate financial and investment planning.

Job Location : FORT, Mumbai

Job Profile & Responsibilities : 

  •    Handling Insurance quotations, renewals, claims, and outdoor work related to this. Knowledge of other financial products will be desirable.
  •    Ensuring smooth documentation for purchase / sale of products, generating various financial reports from various sofwares, excel templates .
  •      Managing records in MS Word and MS Excel; correspondence through emails, letters etc; attending phonecalls ; exploring information about various financial products using the Internet.

Candidates Profile :

  • Commerce Graduate or equivalent having exposure to Insurance work, admin work etc. with 1-2 years experience and more preferred. 
  • Must possess knowledge of English and computer applications. 
  • Should be enthusiastic to learn and grow as an individual and with the company. 

Salary : Salary will commensurate with qualification and/or experience

Candidate PreferenceMale candidate preferred; upto Andheri/Ghatkopar

Interested candidates can mail their updated resumes at “Placement@fpa.edu.in with the company name and profile name.

Please go through the JD carefully before applying.

 

Posted Date 28/11/2017

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