Part-Time Financial Services Specialist in Kolkata, West Bengal

Join Tanisha Sharma's dynamic financial services team in Kolkata, West Bengal, India. We offer a professional and welcoming work environment where part-time team members play a vital role in delivering outstanding financial services. This position allows you to positively impact clients' financial well-being while working alongside supportive professionals.

Key Responsibilities

• Assist clients with financial inquiries and provide expert guidance on various product offerings.
• Manage client accounts ensuring accuracy and adherence to regulatory compliance.
• Facilitate communication between clients and financial advisers to optimize service delivery.
• Prepare and present financial reports highlighting portfolio performance to clients.
• Conduct market research to stay informed on financial trends and recommend service improvements.
• Participate in team meetings to share ideas for enhancing client experience.
• Track and report key performance metrics to evaluate service effectiveness.

Required and Preferred Qualifications

• Bachelor's Degree in Finance or a related field is required.
• Strong written and verbal communication skills.
• Experience with financial software and tools is preferred.
• Minimum 1 year of client-facing financial role experience is advantageous.
• Relevant certifications such as CFA or CFP are a plus.

We prioritize our team’s growth by providing opportunities for professional advancement. Our company culture values collaboration, diversity, and respect, fostering a modern and inclusive workplace. Enjoy competitive benefits including flexible working hours to support a healthy work-life balance.

Commonly used tools include financial planning software, spreadsheets, and customer relationship management systems.