Operation Executive

2 days ago

Shivaji Nagar Pune Maharashtra, India Finnovators Services Private Limited Full time

**Job Title**

Operation Finnobuddy

**Job City**

Pune

**Company Profile**

Finnovators Services Pvt Ltd manages over 850 cr Aum with a single goal - to grow and protect investor capital. The services give every investor a chance to leverage the potential of financial freedom and create strong wealth management strategies for themselves. The team simplifies the process of investment and assists clients at every step.

**Job Profile & Responsibilities**

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

Pay: ₹300,000.00 - ₹500,000.00 per year

**Benefits**:

- Health insurance

Schedule:

- Day shift

Supplemental pay types:

- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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