1. Managing Clients and Sub brokers requests through telephone and email

2. Keeping track of client and sub broker's profiles and tracking data documentation of various investment products.

3. Financial plan execution

4. Creating appropriate updates on the website and other social media platforms, as required.

5. Updating spreadsheets and database entries as required

6. Maintaining office operations for all areas of business

7. Partnering with office boys, administration staff to ensure successful functioning of all systems, processes and business operations.

Candidate Profile

1. The candidate should have a minimum of 2 years of continuous work

2. Must be on break at the time of application.

Disclaimer: This job posting & Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Back Office Operations Professional (Mumbai)
🏢 Financial Artists
📍 Mumbai