Operations Executive (Mumbai)

Operations Executive (Mumbai)

07 Aug
|
LAC Wealth
|
Mumbai

07 Aug

LAC Wealth

Mumbai

Job Description

As a member of our dynamic team, you will have the opportunity to make a real difference in the lives of educators. You will also be provided with the following:

- An existing book of business
- Access to group participants/members
- Front end Promotional Events.
- Numerous resources at your fingertips to ensure your success
- Flexibility to work from home and create your own schedule
- Ongoing training opportunities

This role is required to identify new clients channel partners and managing the Finance Accounts of the company during first phase.

- Generate leads through various media regularly provide marketing support to the directors.
- Interact and maintain relationships with existing clients to enable cross-selling and up selling activities.
- Perform analysis from the client feedback, competitor study, upcoming market situations, new product launch by competitors etc. and recommend appropriate strategic decisions to Top management.




- Create Financial Plans and provide Financial Advices wherever required.
- Extensive use of CRM and ERP would be required.
- Implement marketing strategy and support marketing functions such as recent service launch plan and implement promotional activity

FINANCE ACCOUNTING

- Maintain Books of Accounts
- Suggest requirements for Company Registration and get the company structure established
- Generate Invoices and ensure Payment Collections
- Create Business Plan under the guidance of Directors Qualifications

B.Com

Pursuing CFP, CA

Disclaimer: This job posting 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.

📌 Operations Executive (Mumbai)
🏢 LAC Wealth
📍 Mumbai

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