Finance Operation

1 week ago

Pune, India CP HR Services Pvt.Ltd Full time

**Required - Finance Operation ( Back office Analyst )**

**location - Pune, Maharashtra**

**Experience - 1 Year in Finance Domain field**

**Qualification - B.Com Mandatory**

1.Execute the account opening for Clients. Help in completing the regulatory pre-requisites for Account opening and getting the account investment ready.

2.Executing Investment transactions for Clients as per the agreed plan

3.Communicating (both verbal and written) with internal stakeholders.

4.Prepare accurate Portfolio reports for Clients.

6.Resolving queries related to Operations.

7.Manage logistics for Client and internal meetings.

8.Prepare ad hoc reports on Client investment data required by management.

9.Maintain internal records for investments and relevant communications in the CRM.

**Eligibility Criteria: Experience of 1 year in the field of Finance operations**

2. Working knowledge of MS Excel, with good data analysis skills

3. Good verbal and moderate written communication skills

4. Basic knowledge of Investments and Finance

5. Good relationship building skills and high level of integrity

6. Have an eye for detail and take complete ownership of the task assigned to deliver within deadline.

7. Attitude to learn.

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

Schedule:

- Day shift

Ability to commute/relocate:

- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- finance: 1 year (preferred)

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