Operations Executive Job

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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 3 weeks ago
Job

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

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

2

About Artharthi Investments & Insurance

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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