Operations & Admin Executive

2 weeks ago

Dwarka Delhi Delhi, India Hum Fauji Initiatives Full time

**Position**: Operations & Admin Executive (Female only)

**Company**: Hum Fauji InitiativesTM (brand name of Hum Fauji Financial Services Pvt Ltd)

**Location**: Dwarka, New Delhi

**Experience**: Could be a Fresher or (1-2 years) relevant work experience.
- 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.

**About the Company**:

- Hum Fauji InitiativesTM(brand name of Hum Fauji Financial Services Pvt Ltd) operates in the niche clientele space of Armed Forces officers (serving & retired) and their close relatives only. It is an ISO 9001:2015 certified company.
- We undertake comprehensive financial planning and investments in mutual funds, bonds, fixed deposits, and real-estate, and also undertake income tax filing. The product and service portfolio is being constantly expanded.
- We place UTMOST emphasis on ethics, values and client service, and these are what guide our core philosophy of business. We expect our team members to abide by these values always and all the time. The company has an absolute Zero Tolerance policy on these issues.

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

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

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Quarterly bonus

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