Job Title: Operations & Client Support Executive (Financial Services)
We are a Financial Services firm dealing in Insurance, Mutual Funds, and other financial products.
We are looking for a detail-oriented and responsible individual to manage day-to-day office operations and client servicing activities. The role also provides exposure to client interaction and business development as an added chance.
Key Responsibilities
Primary Role - Operations & Office Management
Handle client onboarding processes including KYC, account creation, and documentation
Maintain and update client records and transaction data in software systems
Execute financial transactions (online/offline) and ensure proper documentation
Manage physical paperwork, filing, and record-keeping
Coordinate with Insurance companies, Mutual Fund houses, banks, and other institutions
Visit offices for submission and collection of documents when required
Perform general banking and administrative tasks
Administer day-to-day office operations
Maintain accounting records for firm’s transactions
Secondary Role - Client Interaction & Business Support
Assist in client communication, follow-ups, and service requests
Share product information (Mutual Funds & Insurance) with prospective or existing clients
Support basic lead generation and relationship-building activities
Graduate (preferably in Commerce or Management - B.Com, M.Com, BBA)
6 months to 1 year of relevant experience preferred (Mutual Fund Distributor, Insurance, Stock Broker, CA firm, Bank, etc.)
Freshers with willingness to learn are welcome
Valuable communication, basic computer knowledge, and organizational skills required
Job Details
Job Type: Full-Time / Part time / Fresher / Walk-In
Salary: ₹7,000 - ₹20,000 per month (based on skills and experience)
Schedule: Day / General Shift