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Operations Executive Job

Operations Executive

Artharthi Investments & Insurance

Pune

Start date

Starts Immediately

CTC (ANNUAL)

₹ 5,00,000 ₹ 5,00,000 /year

Experience

2-5 years

2-5 years experience

Apply By

16 Oct' 24

Posted 1 day ago

Job

7 applicants

About the job

Key responsibilities:

1. Back Office Operations - Executing & Monitoring client transactions in Mutual Funds, Bonds, and Insurance
2. Preparing review reports from software & Excel for Existing Clients
3. Understanding client service queries and addressing them on defined timelines
4. Working on follow-ups with clients for onboarding and orientation

Skill(s) required

English Proficiency (Spoken) MS-Excel MS-Office MS-Word

Earn certifications in these skills

Learn MS-Excel

Learn Business Communication

Who can apply

1. Candidates with minimum 2 years of experience.

Salary

Annual CTC: ₹ 5,00,000 /year

Perks

Informal dress code

Number of openings

About Artharthi Investments & Insurance

Website

Artharthi Services Pvt Ltd is a Holistic Wealth Management Company focusing on long-term wealth creation and the client's overall financial well-being. We advise on various investment products, goal-based financial planning & risk management.

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