Job Description:

Key Responsibilities:
* Manage client interactions and communications effectively.
* Handle mutual fund account openings, KYC processes, and other related documentation.
* Coordinate with mutual fund companies, insurance providers, and financial partners regarding ongoing investments.
* Track internal documents, maintain data records, and follow up with respective parties.
* Manage basic social media platforms for brand awareness and client engagement.
* Assist clients with their investments, renewals, and financial queries.
* Maintain strong relationships with clients and financial partners.
* Occasionally visit clients and partners as required.

Skills & Qualifications:
* Basic understanding of Investments, Financial Planning, Mutual Funds, and Insurance.




* Knowledge of KYC processes and regulatory requirements.
* Proficiency in MS Office (Excel, Word, PowerPoint).
* Familiarity with basic social media management.
* Strong communication skills with fluency in English, Hindi, and Gujarati.
* Excellent teamwork and coordination abilities.
* Prior experience in financial services will be an advantage.

Why Join Us?
* Opportunity to work in a rapid-growing financial advisory firm.
* Exposure to the wealth management and financial planning industry.
* Professional growth and learning opportunities.
* Supportive and dynamic work environment.

📌 Back-Office Operations Manager (Ahmedabad)
🏢 Mantras2Success
📍 Ahmedabad