
Operations Executive
3 weeks ago
Roles and Responsibilities
Job description:
- Client registration and account opening with various mutual fund platforms like BSE STARMF.
- Verifying KYC and a/c opening documents.
- Reconcile data and ensure the software is updated.
- Maintaining and improving existing processes.
- Client interaction - resolving queries and issues, attending to client requests.
- Transactions- Online/offline execution of financial transactions of clients.
Desired Candidate Profile
Education and Skills:
- The candidate should be a graduate from any stream.
- Experience of 0-2 yrs. from Mutual fund or Wealth Management industry is preferred.
- Fluency in spoken English and Hindi
- Basic use of MS Excel, Word and Powerpoint is a must
Perks and Benefits
Yearly Performance bonus & increments
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