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Financial Service Coordinator
4 weeks ago
Role**:Financial service coordinator**
Education: Bachelors
Experience: 2-3 Years
**Salary**: 20,000+Incentive
Location: Trivandrum
**Roles & responsibilities**
- Creating payment plans for customers and making sure they stick to their plans, monitoring transactions in accounts payable and receiving, and preparing financial reports.
- Maintain organized and complete client records, ensuring compliance with regulatory requirements and data security standards.
- Facilitate financial transactions, including buying and selling securities, fund transfers, and managing deposits and withdrawals.
- Assist in opening, maintaining, and closing client accounts. Ensure accurate and up-to-date client information.
- Assist in creating and updating financial plans, including retirement planning, tax planning, and investment strategies.
**Required Skills & Knowledge**
**- Well verse in excel & MS office**
- 2 year experience in any industry
- Well fluent in English & Malayalam
- High level of perseverance & Confidence
- Good presentation skills and excellent communication skills
**Salary**: ₹15,000.00 - ₹20,000.00 per month
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
Ability to commute/relocate:
- Thiruvananthapuram, Kerala: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelor's (preferred)
**Experience**:
- Total work: 3 years (preferred)
- financial service coordinator: 2 years (preferred)
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