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  • Job View 570 Views
  • Applicants Less than 5 Applicants
  • 2017-11-30

Job Description

Study the client profile from the Arthos platform and prepare cash-flow analysis

Map the Financial Plan given by Arthos Platform to the Risk profile of the client

Present the customized Financial Plan provided by the Arthos platform to the client over skype, telephone

Prepare , Customize and send a customized Action Plan to the client based on the Financial Plan

Follow-up with implementation/Client Service Delivery wing to assist the Client in Implementing the Action Plan

Create and maintain metrics related to the Financial Planning Department

Work with other Departments like Client Servicing and Implementation to ensure clients queries get resolved within the SLA

Ensure a Happy and Financially sound Client at the end of the Service Delivery

Key Skills

Functional Area

Financial Services / Banking, Investments / Insurance / stock market / Loan

Number of Vacancy



Other Bachelor Degree

About ArthaYantra

ArthaYantra was founded to answer questions like this and many others. The silo driven and product centric approach to personal finance has left most of the world’s middle class & upper middle class households without access to quality advice. Jargon filled conversations have alienated millions of families from the capital markets. We will change that.

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