Finance & Sales Executive

3 weeks ago


Ganeshguri Guwahati Assam, India VALUE FIRST FINANCIAL PRIVATE LIMITED Full time

Your role as an Finance and Sales Executive will include:

- **Day to day processing of customer documents and papers f**or portfolio management.
- Responding to Customer queries related to their portfolios.
- **D**oing research and analysis for better portfolio management.
- Ensure compliance with regulatory requirements by maintaining accurate documentation and adhering to industry standards and best practices.
- Communicate investment strategies, market updates, and product information to clients, providing education and guidance as needed.
- Identify opportunities to streamline processes and improve operational efficiency within the client services function.

**Qualifications**:

- Bachelor's degree. **BBA/** **MBA in Finance preferrable**.
- Good in speaking English, Hindi and Assamese
- Knowledge of mutual funds, insurance products, and basic investment principles preferrable.
- Proficiency in Excel, Search engines is preferred.

**Job Types**: Full-time, Permanent, Fresher

Pay: ₹6,000.00 - ₹7,000.00 per month

Day range:

- Monday to Friday
- Weekend availability

Shift:

- Day shift

Supplemental pay types:

- Performance bonus

**Education**:

- Bachelor's (preferred)

**Language**:

- English (preferred)

License/Certification:

- 2 Wheeler Licence (preferred)

Work Location: In person

**Speak with the employer**
+91 9864390197



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