Operations Associate Job

Key responsibilities:

1. Handling mutual fund and insurance transactions.
2. Onboarding new clients and maintaining records.
3. Following up with clients and ensuring timely documentation.
4. Posting regularly on social media platforms.
5. Generating leads for business growth.
6. Preparing reports and presentations as required.
7. Assisting with ad-hoc runtime tasks.

Requirements:

1. Graduation in Commerce.
2. Proficiency in PowerPoint and Excel.
3. Strong written and verbal communication skills.
4. Preferred Candidates
5. Based in Bangalore.
6. 1-3 years of experience in a wealth management firm.
7. Basic understanding of mutual funds, insurance, recurring deposits (RD), fixed deposits (FD), etc.

Note: Work location: V V Puram, near National College Metro Station. HappyWise Financial Services.

1