Growreal Invesment Services LLP

Know anyone, who is looking for a job change- https://lnkd.in/g24yNpRC 1. Collection of all the Documents, Cheques, Photos with to open investment accounts for Mutual Funds, Equity Broking and For Life, Health and Accidental Insurance 2. KYC Completion of Clients, 3. Client Data Gathering and Completion of Risk Profiling. 4. Completion of the Mutual Fund Account and Equity Broking Account Opening Forms, Insurance Proposal Forms 5. Submission of Forms to Cams, Karvy, Respective AMCs, and Insurance Companies 6. Scanning of Documents and Uploading to the CRM Drive of Respective Clients and other Web Portals 7. Be able to carry on transaction online through investwell/ Redvison/Wealth Magic / Redvision etc through the BSE Star MF and MF utility and MisterBond platform. 8. Should be able to work and update the Data on Red vision/ Invest well Software etc 9. Checking if the feed is Updated and Data Reconciliation and Data Management. 10. Check the Clients Investments and Check whether Clients’ portfolios are matching with their Financial Goals, If there is major deviation then immediately bring that to the notice of the senior. 11. To be able to crosscheck that the investment, redemption, purchase has been effectively done and communicate to client. 12. Be able to do portfolio review of the Investments of the Client. 13. Be able to generate various kinds of reports and to send to the client regularly. 14. Filing of Copies of the Documents to Respective Client Files 15. FIND THE NEW OPPORUNITIES FOR THE NEW BUISNESS Preferred Qualifications: Graduates and Undergraduates – in BCom, BFM, BFA, BFI, BBI, BMS, BBM. Required Knowledge and Skills: English Reading and Writing Skills, Fluency in Bengali and Hindi Computer Knowledge - Word, Excel, Power Point, E – Mailing Skills, Social Media Marketing, Investment Markets and Products Knowledge, Tax Knowledge etc. Special Trait & Qualities: Good Communications Skills, Self-Discipline, Punctuality, Growing Mindset, Open for Feed back, Team Player. Past Experience: 1 to 2 Years’ Experience in the relevant job is preferred. Freshers May also Apply. Prior Experience in Share Trading Platform Preferred. Job Types: Full-time, Regular / Permanent, Fresher Schedule: Day shift Education: Bachelor's (Preferred) Trading Platform or MF or Insurance Industry: 1 year (Preferred) Work Location: In person Job Application- https://lnkd.in/g5Jqg6ug

We know that finance can be overwhelming, but it doesn’t have to be! At Growreal Investment Services, we break down complex financial concepts, helping you: ✅ Plan your investments wisely ✅ Understand what’s right & wrong in financial decisions ✅ Grow your wealth with expert-backed strategies Whether you’re a beginner or a seasoned investor, we hand-hold you through every step of your financial journey. Let’s work together to achieve your financial goals! 🚀 💼 Our Services Include: 📊 Mutual Fund Advisory 💡 Financial Literacy & Awareness 📈 Personalized Investment Strategies 🤝 Hand-Holding Guidance for Your Investment Journey 💬 Have a financial question? We’re here to help! #SmartInvesting #FinancialEducation #WealthBuilding