Operations executive
3 weeks ago
Location: Model Heights, Isckon Cross Road, SG Highway, Ahmedabad
Working Hours: Monday to Saturday, 10 AM - 7 PM
Salary: No bar for the right candidate
Experience Required: Minimum 1 year in a similar role
About Lakhani Investment:
Lakhani Investment is one of the fastest-growing Wealth Management Companies, committed to delivering exceptional Financial Solutions to its Clients. Known for its supportive work culture, the company offers proper training, excellent exposure, and valuable experience to enhance your career trajectory.
Key Responsibilities:
Client Support:
• Address and resolve client queries professionally and promptly.
• Collaborate with the advisory team to ensure exceptional client service.
• Opportunity to work on client relations and interactions if required.
Data Management:
• Maintain & organize client records and operational data with precision.
• Conduct periodic updates to ensure accurate and reliable information systems.
Documentation:
• Handle preparation, verification, and organization of essential documents, including agreements and reports.
• Ensure compliance with regulatory requirements and company policies.
Email & Communication Management:
• Draft professional emails and maintain clear communication with clients and internal teams.
• Fluent communication in English, Hindi, and Gujarati to effectively address client needs.
Reporting:
• Prepare comprehensive reports and dashboards for operational tracking and decision-making.
• Support management by compiling and presenting key performance metrics.
Office Coordination & Support:
• Assist in executing company strategies and operational workflows.
• Handle general administrative duties to ensure seamless office operations.
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