Job Opening

Data Operations Executive / Senior Data Operations Executive

Company Plan Ahead Wealth Advisors Pvt. Ltd.

Description Portfolio data management of various asset classes and clients in reporting software

Regular reconciliation and data update for maintaining quality of portfolio data - weekly and monthly reconciliation

Updation and maintenance of web app and mobile app data

Maintenance of the company database masters and data on a regular basis

Providing support for various investment products data update such as mutual funds, stocks, FDs, bonds, PMS, international assets

Tracking transaction processing and implementation on various platforms and sites

Tracking KYC processing

Maintaining daily MIS for transaction - financial, non financial transactions and KYC reports

Client communication for portfolio and asset data gathering

Management and upkeep of operations team files and softwares





Handling business operations by proper reporting and adherence to systems and processes

Handling ongoing projects related to client reporting and execution of recent projects"

General office administration

Coordinating with office boy teams for operational items

Collaborating with various teams, ensuring customer delight & quality client service

Position

Data Operations Executive / Senior Data Operations Executive

Qualifications Any Graduate / Post graduation

Experience 2-4+ years’ relevant experience is necessary

Additional Information

Interested candidates please mail across your resume on [email protected]

No. of Vacancies

2

Remuneration

As per industry standards

Location

Andheri - Mumbai

Website www.planahead.in

📌 Data Operations Executive / Senior Data Operations Executive (Mumbai)
🏢 Cafemutual
📍 Mumbai