Finance Executive
7 days ago
**Job Title**: Financial Products, Insurance, and Banking Operations Specialist
**Location**: Goregaon West
**Job Type**: Full-Time
**Responsibilities:Mutual Funds and Stocks**:
- Manage account opening processes and transactions for mutual funds and stocks.
- Maintain and update records both online and offline on company websites and software such as Wealth Magic.
**Fixed Deposits, Bonds, and Loans**:
**Banking Operations**:
- Manage bank-related tasks, including deposits, withdrawals, and account reconciliations.
- Maintain accurate records of commission statements and ensure proper reconciliation.
**Insurance (Life, Health, and General)**:
- Handle policy renewals, claims processing, and customer queries related to insurance.
- Maintain accurate records of insurance transactions and commissions.
**Data Management**:
- Maintain and update records for all financial products and insurance services on company websites and software such as Wealth Magic.
- Ensure data accuracy, consistency, and timely updates across all platforms.
**Customer Support**:
- Provide customer support and servicing for mutual funds, stocks, fixed deposits, bonds, loans, and insurance.
**Requirements**:
- Strong communication skills in English (reading, speaking, and writing).
- Proficiency with ChatGPT, Google Drive, Gmail, Microsoft Office, and Advanced Excel.
- Excellent customer service and organizational abilities.
**Job Types**: Full-time, Fresher
Pay: ₹15,000.00 - ₹20,000.00 per month
**Benefits**:
- Paid sick time
Schedule:
- Day shift
Supplemental Pay:
- Yearly bonus
**Education**:
- Bachelor's (required)
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