Relationship Manager

Company Description

Fintaxpoint Private Limited is a company specialising in tax planning, investment planning, and advisory services.

Role Description

This is a full-time on-site associate role located in Jaipur at Fintaxpoint Private Limited. He will be involved in day-to-day tasks related to insurance, mutual funds after sale service. Designing plans for the clients after understanding their goals. They will assist in analyzing financial data, preparing reports, and supporting the team with research and administrative tasks.

Qualifications

Attention to detail and organisational skills

Basic understanding of Asset Classes like Mutual Funds, Equities, and Fixed Income

Proficiency in MS Office (Excel, Word, PowerPoint)

Excellent communication and interpersonal skills

Graduate

Payout

10k - 20k per month

6 days working ( on site )