Junior Operations Executive Job

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Junior Operations Executive

Mumbai

Start date
Starts Immediately
CTC (ANNUAL)
₹ 2,40,000 - 3,00,000 ₹ 2,40,000 - 3,00,000 /year
Experience
1 year
1 year experience
Apply By
9 May' 24
Posted 3 weeks ago
Job

About the job

Key responsibilities:
1. Handling business operations by following systems and processes.
2. Handling documentation for various investment products like Mutual Funds, Corporate FDs, P2P Lending Platforms & various transaction platforms, overall
compliances, and KYC paperwork.
3. Client communication via phone and email and management of client s servicing requests.
-4. Complete Back office of the Investment functions including the NJ E-wealth website
5. Coordinating with Mutual fund providers

Skill(s) required

Client Relationship English Proficiency (Spoken) English Proficiency (Written)
Earn certifications in these skills

Who can apply

1. Candidates with minimum 1 years of experience.

2. Those who are from or open to relocate to Mumbai and neighboring cities

Other requirements

1. The opening is for an experienced operations / back office person with experience in working with a Mutual fund distributor/ Financial Advisory firm.

2. Graduation in any field; with additional qualifications in the personal finance field.

3. Must have a good grasp of English and good communication skills.

4. Excellent skills in advanced Microsoft Excel, Word & PowerPoint.

5. Should be comfortable with numbers and ability to work under pressure.

6. Should be confident about handling clients.

6. Ability to take initiative and execute assigned tasks in a timely and flawless manner.

7. Common Sense Financial Acumen

Salary

Annual CTC: ₹ 2,40,000 - 3,00,000 /year

Number of openings

1

About Sanjay Mhatre

As a Qualified Personal Finance Professional (QPFP) currently collaborating with Mr. Sanjay Mhatre, a Certified Financial Planner (CFP, we are eagerly seeking to expand our team. At Wisemoney Solutions, our primary focus lies in serving as a trusted Personal Finance partner, dedicated to enriching the financial well-being of our clients.
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