Office Executive

Office Executive

Key Responsibilities:

• Prepare and maintain

  daily, weekly, and monthly reports

  on business activities and client interactions.
• Assist in tracking marketing and operational metrics.

• Create and post engaging

  images, videos, and blogs

  across platforms like Instagram, Facebook, LinkedIn, etc.
• Work towards improving

  brand awareness and client engagement

  .

• Conduct

  telecalling

  with new and existing clients to explore business opportunities.
• Support the team in setting up appointments and nurturing leads.

• Assist with

  client registration, documentation,

  and maintaining client records efficiently.

• Assist in organizing and coordinating

  webinars, seminars,

  and client events.
• Ensure smooth logistics, follow-up communications, and participant engagement.

Training & Growth Opportunities:

• Complete training will be provided for all required tools and workflows.
• Exposure to real-world financial advisory practices and digital marketing strategies.

Work Policies:

• Working Days:

  Monday to Saturday

• Working Hours:

  10:00 AM to 6:00 PM

• Notice Period:

  1 month
• Failing to serve the notice period will result in

  deduction of one month’s salary

  .

• Leave Policy:

• All leaves must be informed and

  approved in advance

  , except in case of emergencies.

• Unapproved leaves

  , especially adjacent to weekends, will attract

  salary deductions

  .

• Medical leave

  must be supported by a

  valid doctor’s certificate

  .

Who Should Apply:

• Candidates with basic digital & communication skills.
• Interest in financial advisory and content creation.
• Familiarity with Canva, basic video editing, and social platforms is a plus. (Training will be provided.)