Finwallet
Location
Madurai | India
Job description
About the Job
Company Description :
Finwallet is a personal Finance management company that provides advice and management services for a Client's entire personal finance portfolio, including banking, insurance, loans, wealth, and IT filing. We are based in Madurai and Provide effective solutions to help clients achieve their financial goals.
Role Description
(System-based - Office Work | Candidates within Tamil Nadu can apply )
· Virtual Client handling
· Budget updation
· Income Tax filing co-ordinated with auditor
· Review meetings
· Immediate Response to Customer Services
· Generate and convert Referral from Existing Client
· Collection of Subscription and renewal
Qualification
· Any degree
· Effective Communication skills ( English must ) ( Multi -language preferred )
· Presentation Skills
· Time Management
· Famililiarity with MS Office tools, particularly Excel and PowerPoint
Job tags
Salary
