As an Agency/Broker Support professional, your role involves providing comprehensive administrative and operational support to brokers and agents.
- Strong attention to detail and accuracy
- Proficiency in MS Office (Excel, Word, Outlook) and enterprise systems (e.g., SAP, Oracle)
- Positive organizational and time management skills
- Ability to work independently and as part of a team
- Basic understanding of business operations and compliance requirements
Responsibilities
Administrative Support: Assist brokers with managing phone calls, scheduling appointments, maintaining client records, and preparing reports. Client Communication: Serve as a liaison between clients and brokers, handling routine inquiries and managing client communications.
Market Research: Conduct market research and analysis to assist brokers in making informed decisions.
Document Management: Prepare and submit trade orders and other paperwork to clients, brokers, and regulators.
Coordination:
Collaborate with various departments to ensure smooth operations and timely delivery of services.
Compliance: Ensure all activities adhere to regulatory requirements and company policies.
- Data Entry & Management: Accurately inputting, updating, and maintaining records in internal systems.
- Documentation & Filing: Organizing and managing physical or digital files, ensuring easy retrieval and compliance with company policies.
- Reporting & Analysis: Preparing regular reports for internal use, analyzing trends, and supporting decision-making.
- Process Support: Assisting in workflow management, coordinating with other departments, and ensuring timely execution of tasks.
- Compliance & Auditing: Ensuring adherence to internal policies and external regulations, supporting audit processes.
- Administrative Support: Handling scheduling, correspondence, and other clerical duties as needed.
Qualifications
Graduate. 0-2 year of experience
📌 Executive (Noida)
🏢 EXL
📍 Noida
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