Junior Executive

2 days ago

Tiruchchirappalli, India HARITHA AUTOMATION PRIVATE LIMITED Full time

**Job Title: Junior Executive**

**About Us**:
We are a leading mutual fund investment firm, dedicated to helping our clients achieve their lifetime financial goals by offering tailored investment solutions from over 40 fund houses.

As a Junior Executive, you will support our clients' investment journeys by providing assistance in various aspects of mutual fund investments..

**Responsibilities**:

- Assist clients with account setup, investment queries, and documentation.
- Support senior team members in analysing client financial profiles and recommending suitable mutual fund schemes.
- Stay updated on market trends and fund performance to provide informed recommendations.
- Build and maintain strong client relationships through effective communication and proactive assistance.
- Perform administrative tasks such as data entry and record keeping to ensure smooth operations.

**Qualifications**:

- Bachelor's degree in Finance, Business Administration, Economics, or related field.
- Basic understanding of mutual fund investment principles preferred.
- Basic System Knowledge
- Ability to work well in a team and willingness to learn from experienced professionals.
- Customer-focused mind-set with a desire to help clients achieve their financial goals.

**Additional Information**:

- **Full-time**
- **Training provided to familiarize with company policies, procedures, and industry regulations.**
- **Experience -0-2 years**

**Salary**: ₹10,000.00 - ₹15,000.00 per month

Schedule:

- Day shift

Supplemental pay types:

- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

**Speak with the employer**

+91 9944676883

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