Financial Operations Associate

3 weeks ago


Vesu Village Surat Gujarat, India KV WEALTH - INVEST & INSURE Full time

**Responsibilities**:

- Open trading and Demat accounts for clients.
- Execute online purchase transactions.
- Maintain Excel sheets for tracking purposes.
- Handle insurance Quotations, logins and renewals.
- Manage petty cash.
- Solve operational queries and provide support to clients.
- Send statements to clients and prepare daily reports.

**Qualifications**:

- Commerce graduate with proficiency in Word, Excel, and PowerPoint.
- Basic English language skills.
- Preferably 2 years of experience in the financial services industry, but freshers willing to learn are welcome.
- Preferred: Own 2-wheeler vehicle.

**Benefits**:

- Comprehensive training provided.
- Competitive salary and benefits package.
- Opportunities for professional growth.

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

**Salary**: ₹150,000.00 - ₹200,000.00 per year

**Benefits**:

- Health insurance
- Paid time off

Schedule:

- Day shift

**Education**:

- Bachelor's (required)

**Experience**:

- Financial services: 1 year (preferred)

**Language**:

- English (preferred)
- Hindi,Gujrati (preferred)

License/Certification:

- NISM-VA (preferred)

Ability to Commute:

- Vesu Village, Surat, Gujarat (required)

Work Location: In person

**Speak with the employer**

+91 9819946596

Application Deadline: 11/03/2024


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