Your role as an Finance and Sales Executive will include:
Day to day processing of customer documents and papers for portfolio management.
Responding to Customer queries related to their portfolios.
Doing research and analysis for better portfolio management.
Ensure compliance with regulatory requirements by maintaining accurate documentation and adhering to industry standards and best practices.
Communicate investment strategies, market updates, and product information to clients, providing education and guidance as needed.
Identify opportunities to streamline processes and improve operational efficiency within the client services function.
Qualifications:
Bachelor's degree. BBA/MBA in Finance preferrable.
Good in speaking English, Hindi and Assamese
Knowledge of mutual funds, insurance products, and basic investment principles preferrable.
Proficiency in Excel, Search engines is preferred.
If you are passionate about finance, possess exceptional client service skills, and thrive in a dynamic, collaborative environment, we encourage you to apply and join our team.Job Types: Full-time, Permanent, FresherPay: \xe2\x82\xb96,000.00 - \xe2\x82\xb97,000.00 per monthDay range:
Monday to Friday
Weekend availability
Shift:
Day shift
Supplemental pay types:
Performance bonus
Education:
Bachelor's (Preferred)
Language:
English (Preferred)
License/Certification:
2 Wheeler Licence (Preferred)
Work Location: In personSpeak with the employer +91 9864390197
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