Mis Executive

6 days ago

Mumbai Maharashtra, India Finace Infosolution LLP Full time

Key Responsibilities:

- Experience Advanced Excel.
- Proficient with Excel Formulas such as Pivot Table, V-lookup, H-lookup, Count IF, Sum IF, and other basic formulas, etc. Able to work on match index, Data validation, Mail merge.
- Knowledge of MS Office.
- Knowledge of MIS and Data Management.
- Excellent coordination and communication skills.
- Making MIS Reports on collated data.
- Ensure accuracy and timeliness of reports/delivery sent.
- Maintaining accurate records of investor details, transactions, and other relevant information.
- Addressing investor queries and providing assistance as needed.
- Utilizing appropriate software and systems for efficient back office operations.
- Online & Offline Form filling for various Platforms used for Investments.
- Documentation for Various Investment Products like Mutual Funds, Stocks, FDs, Bonds, PMS.
- Reconciliation of investor’s investments and other back office functions like MIS, nonfinancial transactions, different types of reports.
- Co-ordinating with team, ensuring customer delight by achieving timely delivery & quality service.
- Graduate in any discipline with CFP / CWM Degree
- Oral and written communication skills in English
- Efficient at MS Office & Advance Excel
- Comfortable with use of technology

**Salary**: ₹15,000.00 - ₹40,000.00 per month

Schedule:

- Day shift

**Experience**:

- total work: 1 year (preferred)

Ability to Relocate:

- Mumbai, Maharashtra: Relocate before starting work (required)

Work Location: In person

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