Operations Executive

18 hours ago

Pune, India F and J Direct Full time

Job Profile

Client Management

Client onboarding

Client transaction and execution

Data Management of client

Handling transmission cases Minor to Major, Transmission due to death, and

Residence status to Non-Residence and vice versa.

Sending various reports to the client

Whatever incidental work comes up in terms of client management.

Preferred Qualifications

Graduation in Commerce and Management field is preferred.

NISM VA exam, AMFI certification,

Experience in the Mutual fund field is an added advantage.
- client-centric approach
- Team building and leadership quality.
- Financial Plan creation and Execution
- Knowledge of Mutual funds, PMS, and other financial products.
- Good verbal communication and drafting skills.

Additional Details
- Should be able to work independently
- Follow the ethics and guideline laid down by the company.
- Should be willing to go out for clients’ meeting

Salary Range

Yearly CTC Rs. 2.5 lakh onwards

**Salary**: ₹25,000.00 per month

Ability to commute/relocate:

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

**Experience**:

- Operations: 1 year (preferred)
- mutual fund: 1 year (preferred)

**Speak with the employer**
+91 9921857898

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