Operations Executive
3 days ago
Job Title: Operations Executive (Mutual Funds & Insurance)
Location: Chatribari, Guwahati
**Job Type**: Full-Time
Experience Level: Entry to Mid-Level
**Salary**: ₹8,000 - ₹15,000 (Negotiable) + Diwali Bonus + Yearly Increment
Holidays: As per Stock Market Holiday List
Job Overview:
We are looking for an Operations Executive to manage back-office operations related to mutual fund & insurance. This role requires attention to detail, proactive decision-making, and strong organizational skills to ensure smooth processing of financial transactions while maintaining accurate records.
Key Responsibilities:
- Process and verify mutual fund transactions for accuracy.
- Check transaction details and follow up with clients for approvals or additional information.
- Coordinate with clients for health insurance renewals and gather necessary documents.
- Ensure timely follow-ups for insurance closures and investment-related documentation.
- Maintain and update client records in CRM and Excel for future reference.
- Resolve client queries related to mutual funds, insurance, and other financial services.
- Take proactive actions to improve operations and enhance client satisfaction.
- Recommend new products and services based on client needs and industry trends.
Required Skills & Qualifications:
- Strong logical thinking and decision-making capabilities.
- Ability to work proactively and take initiative in client servicing and operations.
- Good communication and follow-up skills.
- No specific certification required; freshers and experienced with a learning attitude are welcome.
**Education-Minimum Graduation**
Perks & Benefits:
- Salary: ₹8,000 - ₹15,000 (Negotiable)
- Diwali Bonus
- Holidays as per Stock Market Holiday List
- Yearly Increment based on performance
Join Hem Securities and be a part of a dynamic team that helps clients manage their investments efficiently
**Job Types**: Full-time, Permanent, Fresher
Pay: ₹8,000.00 - ₹15,000.00 per month
Ability to commute/relocate:
- Guwahati, Assam: Reliably commute or willing to relocate with an employer-provided relocation package (preferred)
Work Location: In person
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