Gera Wealth Creators

Karkardooma (East Delhi), Delhi 8 Mar 2021

Job Title

Customer Service Executive

Job City

Karkardooma (East Delhi), Delhi

Company Profile

Gera Wealth private Ltd (GWPL) was established in 2003 as proprietorship firm, subsequently grew to become a Private Limited Company. GWPL is AMFI Registered Mutal Fund Distributor and Insurance Advisor for Health, Life and General Insurance. GWPL is currently servicing nearly 1000 customers with over ₹ 1330 million AUM (Asset Under Management). Currently team is headed by Pankaj Kumar Gera, CFPCM, CFA(ICFA), CPFA and Anju Gera who has done master’s in economics.

Job Profile & Responsibilities

  • Filling MF form where required & On boarding new client in NSE /BSE
  • Online all transaction in NSE / BSE
  • Welcome mail to new client
  • Checking financial transaction & first SIP of new client.
  • Coordinate with AMC for client query.
  • Resolve client queries.
  • Preprae MIS data on weekly basis.
  • Portfolio report to client on monthly bases.
  • Interaction with client for revenue generation, discuss their portfolio and cross selling
  • Reconciliation of brokerage between Bank & AMC& GST invoicing
  • Follow up for Client SIP, renewal premium for health, life, General etc.

Prefered Qualifications

Commerce or management Graduate preferably with NISM VA Exam or QPFA or CFP

Desired Candidate Profile

Candidate should have basic computer software (MS Word, Excel & Powerpoint). Should be able to write formula in excel. Good verbal & written communication. Mutual Fund knowledge is desired. Should be willing to learn (self learn)

Additional Details

Basic idea of Goal Based planning is desire.

Salary Range

Fresher on 6 months probabtion @ Rs 1.8 Lakh p.a. For experienced - based on relevance of experience to Rs 4.8 Lakh p.a plus incentive

How to Apply