Job Title

Client Experience Executive - 1 No.

Job City

CBD Belapur, Navi Mumbai

Company Profile

Ladder7 Wealth Planners P. Ltd. is a leading financial planning and advisory firm and is one of the most respected names in the business. We are registered as RIA with SEBI ​Reg No. INA000016001

Job Profile & Responsibilities

Communicating with clients on day to day basis to make sure that the services are delivered on time, Interacting with clients to identify the gaps /opportunities where advisors can step in and deliver value, Other roles like appropriate training to people, aligning with regulation, etc.

Prefered Qualifications

Graduate in any discipline; ideally, in commerce, economics, finance, etc.PG qualification in the above areas will be an added plus. If one has completed CFP, NISM XA/XB, it will be a distinct advantage.

Desired Candidate Profile

Excellent oral and written communication skills in English and excellent oral communication in Hindi are a must. Fluency in other Indian languages will be a distinct advantage. Experience is not a must; Freshers welcome. Candidates from Central and Harbour lines will be preferred.

Additional Details

The work environment is stress-free and is very conducive to learning & upgradation.

Salary Range

Remuneration will be commensurate with education/ experience. The remuneration will match the best in the industry but can vary depending on the education, experience, fitment of the candidate.

How to Apply

office@ladder7.co.in, ladder7@gmail.com