Key Responsibilities Client Acquisition Onboarding Support identifying acquiring and onboarding new clients through outreach digital marketing and referrals Ensure smooth handover from sales to client servicing Financial Database Management Help create update and maintain accurate client financial records Coordinate data collection ensure compliance and assist directors with database structuring Compliance Regulatory Support Assist in maintaining up-to-date documentation for audits and ensure adherence to regulatory standards Operational Support Execute daily operational tasks follow up on pending items coordinate with CRM for client updates and handle scheduling and documentation Reporting Process Improvement Assist in preparing management reports suggest workflow improvements and actively contribute to team discussions on operations Qualifications Education Bachelor s in Business Administration Finance or related field Experience Fresh graduates or candidates with up to 1 year of experience are welcome Skills Strong organization and attention to detail proficiency in MS Office ability to multitask in a fast-paced setting and basic knowledge of financial services preferred Job Types Full time Permanent Pay 25 000 00 - 50 000 00 per month Experience Finance operations 1 year Required Work Location In person

📌 Operations Executive (financial Industry) (West Bengal)
🏢 People Power India
📍 West Bengal