Job Title

Financial MatchMakers

Job City

Mumbai

Company Profile

Mondial MMX Financial Distributors Pvt. Ltd (Mondial MMX Financial) is a Mumbai-based Multi Financial Product Distribution firm. We are providing these Multi Financial distribution services since the year 2000 and have a strong existing client base of 1000+ clients families in India & Abroad. The Company helps both individuals and Corporate on a regular basis to take financial decisions to the best of their benefit.

We are in the distribution of Multiple Financial Products from Multiple Life & General insurance companies, MF, PMS, AIF, P2P, FD, Properties, Loans, etc. We offer independent, fair, and unbiased Investment options keeping clients’ interests as a top priority. Right product Selection is a process that can help you reach your goals by evaluating your whole financial situation, then outlining strategies that are customized to your individual needs and available resources. Based on this, the most suitable product is suggested to you

Job Profile & Responsibilities

Responsible for Handling relationships of new and existing clients as well as handling queries, internal documentation, and build strong relationships with the operations team to ensure the smooth running of all client accounts.

Prefered Qualifications

Postgraduate (AFP / CFP preferred)

Desired Candidate Profile

• Desired Candidate Profile
• Attention to detail
• Good command over English both conversation and written correspondence (email etc).
• Strong customer service skills.
• A passion for meeting people, networking, and maintaining relationships
• Travel: Travel within the city is an expected feature of this job
• Team handling capabilities for Experienced advisors.
• Expert in MS Office – Word/Excel/PowerPoint

Additional Details

• Looking for Freshers who want to make a career in Financial Advisory and Wealth Management.
• Looking for 2 Candidates Between Mira Road to Goregaon Location.

Salary Range

As Per Industry Standards

How to Apply

chj@mondialconsultants.com