Operations Executive

6 days ago


Dwarka Delhi Delhi, India Hum Fauji Initiatives Full time

Operations Executive express their operations strategies and objectives to make sure that the company which they are working for reaches its target and operates effectively.

Other Skills: Knowledge of M S Excel, Shoftware Knowlege like Investwell will be prefer.

Experience: 0 - 3 years relevant experience in some other financial company as an intern or regular job with similar job profile as the current one.

**Job Description**:

- Able to generate investment link on online software like Invest well.
- Able to connect with AMC regarding the solving the issues related to investments
- Maintain drop box
- Able to monitoring the SIP, payments, redemption dates and payments.
- Should properly maintain and update G-Doc.
- Able to process bank change request from planner.
- NRI client process.
- Able to do KYC and error free MF and other investments related forms filling.
- Handle invest well, NSE and BSE platform comfortably.
- Generate monthly report
- Responsible for AUM Reconciliation as and when required by management.
- Generate MIS Report.
- Handle the queries from financial planner.

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹15,000.00 - ₹20,000.00 per month

Schedule:

- Day shift


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