Fasttrack Financial Planners | Operations Executive | india
1 day ago
Company Description
Fasttrack Finance Professionals caters to more than 500 families involving Personal Finance, Income Tax filing, Portfolio & Wealth Management as well as recommending various other products like Mutual Funds, Life & Health Insurance, Fixed Deposits, Dematerialization of Shares, PMS, etc..
Role Description
This is a full-time on-site role for an Operations Executive at Fasttrack Finance Professionals in Marine lines Mumbai. The Executive Operations will handle daily operations, streamline processes, and ensure organizational activities' efficiency.
Qualifications
- Handling business operations by following systems and processes.
- Proven experience in operations management in financial products and services of 2 years.
- Advanced Knowledge of financial products like Mutual funds, Equity PMS, and Insurance both Life and general is a must.
- Complete knowledge of Investment functions including updating and maintaining the reporting software Investwell, NGEN for research, etc.
- Coordinating with Mutual funds/PMS providers and other platform providers such as Mutual fund Utility (MFU) and NSE MF etc.
- Reconciliation of investor’s investment and other back-office functions like MIS, nonfinancial transactions, capital gain statements, ad hoc MIS reports, and periodic MIS reports.
- Handholding clients on usage of various platforms and mobile apps.
- Ability to work well under pressure and meet deadlines.
- The opening is for an experienced operations / back-office with experience in working with a Financial Planning and Investment Advisory Firm or PMS Firm.
- Graduation in any field; with additional qualifications in the personal finance field.
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