Back Office Executive

3 days ago

Ahmedabad, India Shah Investors Home Ltd- for Nehrunagar Head Office Full time

Work in the fastest growing trusted Financial Services company.

Responsible for client related Back office work.

Training will be provided. - This is a Permanent Job.

Daily Job Responsibilities as follows
- **Assist clients for Account Opening, KYC, Documents and charges.**:

- Assist in preparing, scheduling and organizing meetings, events and appointments with clients.
- **Support sales staff in handling and documenting customer accounts.**:

- Correct / Update discrepancies in customer account KYC Details.
- Assist clients and support in day to day operations.
- Assist and coordinate with sales and marketing teams.
- CRM Software regarding Client Operating query, Mobile App Explain to client.
- Investment Products Explain And Wealth Create.

**Job Types**: Full-time, Permanent

**Salary**: ₹15,000.00 - ₹20,000.00 per month

**Benefits**:

- Leave encashment

Schedule:

- Day shift

Supplemental pay types:

- Yearly bonus

COVID-19 considerations:
Masks are compulsory for all. Vaccine compulsory for all employees or anyone entering the premises. All surfaces are sanitized daily.

**Education**:

- Master's (preferred)

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