Executive
Published date: 2026/11/08
- Location: location205, 2nd Floor, Ratan Central, , Maharashtra, India
coordinate with clients and complete formalities for setting up their investment a/c and fulfill their operational requirements.
· To help client complete their investment related transactions and provide for the requests from the clients.
· 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’s and fulfilling their requirement.
· Updating the clients on their portfolio and assist them in resolving their queries.
· To ensure each and every client gets best possible service.
Desired Profile of the candidate
· Must be a Graduate with good communication skills.
· Good computer knowledge (MS Office, emailing, Google Sheets, Outlook etc)
· Knowledge of Mutual Fund/Insurance Industry (not mandatory)
Job Types: Full-time, Regular / Permanent
Salary: ₹8,483.00 - ₹15,000.00 per month
Schedule:
Morning shift
Supplemental pay types:
Yearly bonus
Application Question(s):
How immediate can you join?
How much distance from office and how much time to reach office?
Education:
Bachelor's (Preferred)
Experience:
Finance & Accounting Management Occupations: 2 years (Required)
total work: 1 year (Preferred)
· To help client complete their investment related transactions and provide for the requests from the clients.
· 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’s and fulfilling their requirement.
· Updating the clients on their portfolio and assist them in resolving their queries.
· To ensure each and every client gets best possible service.
Desired Profile of the candidate
· Must be a Graduate with good communication skills.
· Good computer knowledge (MS Office, emailing, Google Sheets, Outlook etc)
· Knowledge of Mutual Fund/Insurance Industry (not mandatory)
Job Types: Full-time, Regular / Permanent
Salary: ₹8,483.00 - ₹15,000.00 per month
Schedule:
Morning shift
Supplemental pay types:
Yearly bonus
Application Question(s):
How immediate can you join?
How much distance from office and how much time to reach office?
Education:
Bachelor's (Preferred)
Experience:
Finance & Accounting Management Occupations: 2 years (Required)
total work: 1 year (Preferred)
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