Finance & Sales Executive
Year Ganeshguri, Guwahati, Assam, India
Job Description
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Your role as an Finance and Sales Executive will include:
+91 9864390197
- 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.
- 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.
- Monday to Friday
- Weekend availability
- Day shift
- Performance bonus
- Bachelor\'s (Preferred)
- English (Preferred)
- 2 Wheeler Licence (Preferred)
+91 9864390197
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Job Detail
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Job IdJD3332612
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationGaneshguri, Guwahati, Assam, India
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EducationNot mentioned
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ExperienceYear