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Operations Executive

2 weeks ago

White Field Bengaluru Karnataka, India Ferdinand Wealth Management Full time

We are a 'Reference-Only' financial coaching practice managing over 160 Crores in AUM across various asset classes. Our company is looking for organized and self-motivated operations executives to join our team who will be responsible for providing administrative and operations support to our office personnel. To be successful in this role you must be detail-oriented and manage your time efficiently so that office operations run smoothly.

Here's the URL to the founder's LinkedIn Profile

**Your Roles & Responsibilities will include**:

- Creating & Updating day-to-day Reports on Google Sheets
- Initiating Financial Transactions and Generating Insurance Quotes
- Creating & Updating records on CRM & Google Drive
- Schedule appointments & Managing the Executive Calendar
- Scheduling & Confirming Meetings with Customers and Follow Up on escalations from Clients or Vendors.
- Developing financial plans to help clients achieve their long-term, mid-term, and short-term financial goals.
- Identifying common problems and escalating them to management, along with possible suggestions for improvement, wherever possible.

**What You Can Expect**:

- Work-Life Balance with Fixed Shifts from 9:30am to 6:30pm provided you complete your work
- No Deductions: The salary discussed will have no deductions except standard tax deductions
- Overall training and self-development to groom into the next role.
- Nature of the Job: This is a desk job with NO Fieldwork or Telecalling.

**What Is Expected of You**:
Perform your tasks with a minimum of 90% efficiency and accuracy during probation & eventually getting to 100% post-probation period

**Preference Given To**

If you see yourself as an ideal match for this role and want to build a successful career in the wealth-management space while working at a firm that prides itself on helping families lead a liberated financial life and doing what is right for its customers as against pressurised misselling, then we would like to invite you to be a part of our team and positively impact the financial lives of families and an organization that offers a fair and respectful working environment with ample opportunities for learning & growth.

**Salary**: ₹20,000.00 - ₹300,000.00 per month

Schedule:

- Day shift
- Fixed shift

Supplemental pay types:

- Performance bonus

**Experience**:

- Operations: 1 year (preferred)
- total work: 1 year (preferred)

Ability to Commute:

- White Field, Bengaluru, Karnataka (required)

Ability to Relocate:

- White Field, Bengaluru, Karnataka: Relocate before starting work (required)

Work Location: In person

**Speak with the employer**
+91 9886622541