Key Responsibilities Include :

- Initiating and tracking daily investment transaction in various ports of MF, Insurance, Corporate Deposits, AIFs, Health insurance etc
- Well versed with BSE star and MF utility Platform for transaction
- Must have worked in multiple asset wealth management firm in backend options for minimum one year
- Handling Clients query and zero error execution
- Renewal reminder and tracking for all investment products
- Updating all the transaction related to investment and stocks in internal software
- Managing digital marketing campaign and optimising the reach
- Preparing XL sheet and Presentation for clients
- Coordinating the task and ensuring closure of the task well within the TAT
- Assisting the HR and operations head on day to day work

Qualification :

- BMS
- Graduation from Insurance and Banking

Skills :

- Strong in interpersonal and communication skills. With solid writing ability
- Must be able to push the system and co ordinate with experiences team members for task closure
- Strong in XL and ppt
- Quick learner
- Extrovert personality
- Basic understanding of all investment instrument available in India

📌 Operations Executive (Navi Mumbai)
🏢 V-financial Services
📍 Navi Mumbai