Munificent Technology Services
Location
Nashik | India
Job description
About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT.
- Collaborate with advisers to receive task assignments and understand project requirements.
- Accurately document task requests in the Smart Sheet for seamless task tracking.
- Thoroughly comprehend the needs and expectations of end users and advisers, ensuring alignment with the provided advice.
- Review End Users' details to identify any missing information and initiate corrective actions
- Play a pivotal role in data collection, including assessing the need for supplementary information through super and insurance research activities.
- Liaise with Advisers to seek clarifications or obtain additional information as needed.
- Generate, prepare, and edit reports, ensuring they adhere to high-quality standards and effectively communicate financial insights.
Minimum Requirements:
- Graduate/Postgraduate in finance or a relevant degree.
- Freshers/experienced candidates are welcome to apply.
- Strong background in financial planning, investment, and insurance.
- Exceptiona l command over the English language
- Profound understanding of the financial planning process.
- Meticulous attention to detail.
- Excellent report-writing skills.
- Ability to work independently, manage multiple tasks, and meet deadlines.
Job tags
Salary
