Finance & Sales Executive
2 days ago
Your role as an Finance and Sales Executive will include:
- **Day to day processing of customer documents and papers f**or portfolio management.
- Responding to Customer queries related to their portfolios.
- **D**oing research and analysis for better portfolio management.
- Ensure compliance with regulatory requirements by maintaining accurate documentation and adhering to industry standards and best practices.
- Communicate investment strategies, market updates, and product information to clients, providing education and guidance as needed.
- Identify opportunities to streamline processes and improve operational efficiency within the client services function.
**Qualifications**:
- Bachelor's degree. **BBA/** **MBA in Finance preferrable**.
- Good in speaking English, Hindi and Assamese
- Knowledge of mutual funds, insurance products, and basic investment principles preferrable.
- Proficiency in Excel, Search engines is preferred.
**Job Types**: Full-time, Permanent, Fresher
Pay: ₹6,000.00 - ₹7,000.00 per month
Day range:
- Monday to Friday
- Weekend availability
Shift:
- Day shift
Supplemental pay types:
- Performance bonus
**Education**:
- Bachelor's (preferred)
**Language**:
- English (preferred)
License/Certification:
- 2 Wheeler Licence (preferred)
Work Location: In person
**Speak with the employer**
+91 9864390197
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