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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 solid 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.

Solid 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 fast-growing financial advisory firm.

Exposure to the wealth management and financial planning industry.

Professional growth and learning opportunities.

Supportive and dynamic work workplace.

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