Key Responsibilities as an operations executive will be to support the operations manager in client servicing, software and CRM management, and compliance management. We are a financial planning firm so you will also be required to support the financial planning team in data entry and plan preparation.
1. Those who are from or open to relocate to Chandigarh and neighboring cities
Should be Commerce Graduate or Post Graduate, with good academics score and eager to learn and make career in Personal Financial planning domain. The candidate should be open to study and get further certifications to excel in this field.
Annual CTC: ₹ 2,00,000 - 2,50,000 /year
Good Moneying is a fee-based boutique personal financial planning firm, which caters to clients across the globe. We have a range of clients from salaried, NRIs, business persons to retired. It is founded by Mr. Manikaran Singal, who is a certified financial planner and SEBI registered Investment adviser. He is having 20 years of work experience. We generally work on the online model and serve clients remotely/virtually. We are one of the most respected Personal finance blogs in the Industry. Core business activities include blogging, financial planning, and investment advisory services and doing financial literacy seminars.
