Financial Service Coordinator

2 months ago


Thiruvananthapuram, India Auraa Solutions Full time

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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