Operations Executive
Job Description
• To coordinate with clients and complete formalities for setting up their investment a/c and fulfil their operational requirements.
• Coordinating with and assisting Clients for investment related queries.
• Developing a strong knowledge of existing and potential clients and ensuring business growth opportunities aligned with the company's investment philosophy.
• To take care of the back office and liaison with other partners for operations related work.
• To work on MIS and other internal data related to business.
• Follow up with the clients for pendency and fulfilling their requirement.
• Updating the clients on their portfolio and assist them in resolving their queries.
• Deliver Service with utmost action and ensure Client satisfaction.
REQUIREMENTS
• Any Graduate with good communication skills and Fluency in English.
• Basic computer knowledge (MS Office, emailing, Google Sheets, Online Meeting Tools)
• Knowledge of Mutual Fund/Insurance Industry (not mandatory/ but will be preferred).
• Certification related to the role will be an advantage.
• (1-2yrs) of Work experience in similar Profile.
• Location- Mumbai
Job Types: Full-time, Permanent
Pay: From ?18,000.00 per month
Experience:
• total work: 1 year (Required)
Work Location: In person
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Job Detail
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Job IdJD3531835
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IndustryNot mentioned
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Total Positions1
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Job Type:Contract
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationHR, IN, India
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EducationNot mentioned
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ExperienceYear