Operations Executive

3 days ago


Goregaon East Mumbai Maharashtra, India Compass Finserve LLP Full time

**Job description**:

- Client registration and account opening with various mutual fund platforms like BSE STARMF.
- Verifying KYC and a/c opening documents.
- Reconcile data and ensure the software is updated.
- Maintaining and improving existing processes.
- Client interaction - resolving queries and issues, attending to client requests.
- Transactions
- Online/offline execution of financial transactions of clients.

**Education and Skills**:

- Experience of 0-2 yrs. from Mutual fund or Wealth Management industry is preferred.
- Fluency in spoken English and Hindi
- Basic use of MS Excel, Word and Powerpoint is a must

Pay: ₹18,000.00 - ₹30,000.00 per month

**Benefits**:

- Cell phone reimbursement

Schedule:

- Day shift

Supplemental pay types:

- Yearly bonus

Application Question(s):

- Do you have any understanding of investments?

Work Location: In person



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