Operations Executive
2 weeks ago
We have an excellent opportunity for the profile of **Operations Executive.**
**Qualification**: Graduation
**Experience**: 0-3 years
**Location**: Chembur
There is a secondary function to:
1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities)
2.Examine and suggest financial opportunities. (e.g. equity investments, debt investments, insurance planning)
3.Customize financial plans according to clients’ changing needs.
4.Help clients implement their plans and carry out transactions.
5.Present suitable financial products and services.
6.Build strong relationships with clients.
7.Maintain updated knowledge of regulations, practices and financial products.
There is also a support function that you would need to carry out to manage existing leads
**Skills Required**:
We seek graduates with good communication and English speaking skills and knowledge of excel.
**Salary**: ₹25,000.00 - ₹30,000.00 per month
Schedule:
- Day shift
Ability to commute/relocate:
- Chembur, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- Operations: 1 year (preferred)
- total work: 1 year (preferred)
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