JD for Back end cum Relationship Management

* To manage end to end process, starting from login the file - resolving pendencies - sanction of application - Disbursal.

* We primarily worked with Govt financial institutions like Banks, various other organizations - Meeting bank officers wen required

* Need to assist me,on client meetings, get documemtation completed & login of application.

* Maintaining complete MIS for all applications & managing, leads for telecalling team.

* We are Mutual Fund brokers as well, wherein person needs to maintain complete coordination with AMC's and respective RM's

* Opening of DEMAT ac, ensuring SIP enforcement, generating portfolio reports, sharing with clients.

* Mainiting complete SIP trackker

* CTC - INR 2.5 lacs - 3 lacs + Incentives ( basis experience )

* Well versed with excel, email drafting, Ms office, valuable communication skills.

Pay: ₹15,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Opening For Back Office Executive - Preferred Candidates from Banking Sector (India)
🏢 Golden Oak Financial Services
📍 India