Finance & Sales Executive

Year    Ganeshguri, Guwahati, Assam, India

Job Description

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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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Job Detail

  • Job Id
    JD3332612
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Ganeshguri, Guwahati, Assam, India
  • Education
    Not mentioned
  • Experience
    Year