All roles at Capital Aim Financial Advisory

Great Opportunity for Graduate & Post Graduate

IndoreFull-timeJunior levelPosted 1 week ago

Finance role at Capital Aim Financial Advisory in Indore. Needs a degree.

About the role

advisory firm committed to make fair, holistic and top quality financial recommendations and tips accessible to all traders and investors in policies are our USP giving our employees an opportunity to work with flexibility and grow in thier career.

What you'll do

  • Client retention and renewal
  • Reporting on daily, weekly & monthly basis to the concerned managers via CRM software
  • Walk in Interviews are Monday to Friday 10:00 AM- 5.00 PM & Saturday 10:00 AM - 1:00 PM
  • Call at 0731-2443873 / 7415356073 for prior Appointment and please carry your updated resume
  • All your information will be kept confidential according to EEO guidelines

What you need

  • Reporting
  • Business development
  • CRM
  • Client relationship

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