Qualification: Any Graduate (Preferably B.Com/BBA) - 60% and above
Preferred Experience
- Experience in back-office operations, financial services, brokerage houses, BFSI, or RTA operations.
- Freshers with relevant educational background and positive communication skills may also apply.
- Exposure to investor servicing or customer support operations will be an added advantage.
Required Skills
- Good written and verbal communication skills in English.
- Knowledge of MS Office applications, especially Excel, Word, and PowerPoint.
- Strong attention to detail and record-keeping abilities.
- Ability to handle multiple tasks and meet deadlines.
- Knowledge of RTA operations will be preferred.
Key Responsibilities
1. Assist in investor servicing and investor relation activities.
2. Follow up and resolve investor correspondences received through various channels.
3. Support day-to-day operational activities and process transactions accurately.
4.
Understand client requirements and ensure timely execution of requests.
5. Prepare and maintain reports using MS Excel and other Office applications.
6. Coordinate with internal teams and stakeholders for smooth operations.
7. Maintain records related to billing, agreements, MOUs, and other legal documents.
8. Ensure compliance with internal processes and regulatory requirements.
9. Handle documentation and data management activities efficiently.
10. Provide operational support for registry and transfer-related services.
Role: Finance & Accounting - Other, Industry Type: Financial Services, Department: Finance & Accounting, Employment Type: Full Time, Permanent Role Category: Finance & Accounting - Other Education UG: Any Graduate Key Skills Skills highlighted with ‘‘ are preferred keyskills Operations Backend OperationsBackend ProcessExcelMutual Fund OperationsTransaction ProcessingAMLKYCReconciliationMISPaymentsDocument VerificationBanking OperationsFinancial OperationsInvestment Banking OperationsData Entry