About this role
Financial Advisor at Employer. Location: New Delhi, Delhi, India. Role: Setting up, Updating CRM, Maintaining records Requirements: 0-1 year experience, full-time role in financial services; responsibilities include client file setup, document preparation, data entry, CRM maintenance, client-facing service. Category: Finance and Accounting Seniority: Entry Level Tools: CRM, Financial planning software Commitment: Full Time Workplace: Onsite Languages: English