Back Office Executive

22 hours ago


Chandigarh, India Wealth Doctor Investment Services Pvt Ltd Full time

To coordinate and follow up with clients and complete formalities for setting up their investment a/c and fulfill their operational requirements.
- To help clients complete their investment related transactions and fulfill service requests from them on a proactive basis.
- Developing a strong knowledge of existing and potential clients and ensuring business growth opportunities aligned with the company's work ethos.
- To take care of the back office and liaison with other partners for operations related work.
- To work on MIS and other internal data related to business.
- Follow up with the clients for pendency's and fulfilling their queries and requirements.
- Updating the clients on their investment portfolios and assist them in resolving their queries.
- To maintain records and update valuations on a regular basis.

**Salary**: ₹15,000.00 - ₹30,000.00 per month

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- SCO 50-51 SECTOR 9-D MADHYA MARG, Chandigarh, Chandigarh: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Higher Secondary(12th Pass) (preferred)

**Experience**:

- total work: 3 years (preferred)
- Backend operations: 3 years (preferred)

**Language**:

- Fluent english (preferred)


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