Back Office Executive
4 months ago
About the Company
Tiger Wealth Private Limited is a boutique Wealth Management company in the Investment Solutions and Financial services business since 2008, for over 15 years. In Chandigarh alone, we enjoy the trust of over 3000 clients including over 500 High Net Worth Individuals (HNIs), Corporates, Salaried Employees, Families and NRIs who have entrusted us with assets of over Rs.160 Crores for wealth management functions.
Job Requirements
- Maintaining Client's Details
- Look after the Backend process
- Solve the client’s queries
- Prepare and Compare Quotations for Clients for a particular Company
- Data updating of clients and resolving their queries with the best knowledge
- Filling & handling documentation work
- Scanning documents & Mailing
- Pro-actively participate in Training
- Well-versed with MS Word, Excel, PowerPoint, Google Sheets, Google Calendar, Gmail
- Qualification: B. Com / BBA / MBA
- Experience: Freshers in Banking, Financial Services and Insurance (BFSI)
- Good with English Communication (Verbal and Written)
Perks
- 2nd and 4th Saturdays are off
- No Sales / No Targets
- Rewards and Recognitions
- Incentives
**Experience**:
- Insurance: 2 years (required)
Work Location: In person
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