Investment Backoffice Executive

3 months ago


Mumbai Maharashtra, India CFA KRUNAL DEDHIA'S INVESTMENT ADVISORY Full time

**Job Summary**

We need an Investment Backoffice Staff, to look after following services:

- 1> Client Documentation handling

2> Handling Client Service Requests

3> Tele calling to existing customers

4> Regularly updating clients with their investment status.

**Responsibilities and Duties**

1> Filling Application/service Forms

2> Sending Investment statements to clients

3> Sending payment reminders

4> updating clients with new investment schemes available in market.

**Required Experience, Skills and Qualifications**

Any graduate can apply

Past experience of LIC / Mutual Fund backoffice will be given a preference

Good communication skills with knowlefge of Gujarati & Marathi languages will be necessary.

Teamwork & approach to help the customers whole heartly is a must.

**Benefits**

We are a very fast growing company in Indias fastest growing industry. Thus our employees have best growth prospects.

Pay: ₹18,000.00 - ₹22,000.00 per month

**Benefits**:

- Flexible schedule
- Leave encashment
- Paid time off

Schedule:

- Monday to Friday

Supplemental Pay:

- Overtime pay

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 4 years (preferred)

Expected Start Date: 21/10/2024



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