Handle customer queries and concerns through various communication channels.
Resolve the query by providing accurate and timely information and solutions to customer.
Collaborate with team members to ensure efficient customer service.
Maintain documentation of customer interactions and transactions.
Execution and processing of Mutual Fund transactions (purchase, redemption, SIP, SWP, STP, etc.)
Client onboarding and KYC verification.
Monitoring and reporting investment portfolios.

Skills Required :

Basic written and verbal communication skills.

Familiarity with open office applications, MS Word, and Excel.

Eligibility :

Graduation in finance related stream or Bcom, BBI, BFM

NISM Series 5 A Certification is a plus and will be given preference

Knowledge of Financial & Securities market and Insurance

3 - 5 yrs relevant experience

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹50,000.00 per month

Advantages:

- Provident Fund

Work Location: In person

📌 Mutual Fund Operations Associate (India)
🏢 Enrichwise Financial services private
📍 India