Operation Executive

7 days ago

Chetput Chennai Tamil Nadu, India shree financial Full time

Key Responsibilities:
1. Client Onboarding: - Assist in onboarding new clients, ensuring all documentation is accurate and compliant with regulations. - Maintain and update client records in the system

.2. Transaction Processing: - Oversee processing of client transactions including investments, withdrawals, and transfers. - Coordinate with clients, Asset Management Companies and financial institutions for seamless transcations.

3. Account Maintenance: - Ensure regular updates to client portfolios and investment records. - Manage follow-ups with clients regarding any pending actions or documentation.

4. Compliance and Reporting: - Ensure adherence to regulatory requirements and company policies. - Prepare reports on transactions, client portfolios, and compliance checks.

5. Data Management: - Maintain accurate records of client communications, financial transactions, and other critical data. - Regularly update internal systems and spreadsheets with relevant client information.

6. Client Support: - Act as the first point of contact for client queries related to account operations, transaction statuses, and documentation. - Provide administrative support to the advisory team.

7. Process Improvement: - Identify inefficiencies in operational processes and suggest improvements. - Assist in the implementation of new systems or processes to enhance operational efficiency.

Skills Required:

- Strong organizational skills and attention to detail.

Excellent communication skills in English (verbal and written).

Ability to work independently and manage multiple tasks.

Proficiency in MS Office, particularly Excel. Basic understanding of financial products and wealth management is a plus.

Qualifications:

- Bachelor's degree in Finance, Commerce, Business Administration, or a related field. Freshers are welcome to apply, although prior experience in operations or finance will be an advantage.

Pay: ₹12,000.00 - ₹20,000.00 per month

Schedule:

- Day shift
- Fixed shift

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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