Operation Executive

5 months ago


New Delhi, India Vista Wealth Pvt Ltd. Full time

**Job Summary**

**Responsibilities and Duties**
- Handling Customer Issues and providing a proper resolution on day to day basis.
- Assist and support administrative staff in day to day operation.
- Support Sales staff in handling and documenting customer accounts/information.
- Data management refers to drafting & checking various documents required by the management.
- On request of clients checking their portfolio or bank statements as per their need.
- Cross-checking and Verifying KYC, Financial Transactions and forwarding to local CAMS for further Processing.
- Quality checking of all the Financial and Non Financial Transactions, also for the communications sent to Investors (Mail or Letter).
- Strong co-ordination between sales staff/Manager’s in helping their clients query.

**Required Experience and Qualifications**
Experience
- 6 months
- 2 yr

Salary
- Negotiable as per company norms
Qualification
- Graduation (in any stream)

**Salary**: ₹15,000.00 - ₹20,000.00 per month

Schedule:

- Day shift


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