Operations Executive
6 days ago
Role: Multiple vacancies for the positions of Executive/Associate/Lead/Manager Operations
Profile: Office Operations
Responsibilities:
Executing the Finance operations
Client and business data management through ERP software
- Executing online/Offline transactions
- Maintain the client portfolio reports
- Know-how on MS office operations
Managing the social media and branding
Support in Business Acquisition through Financial Planning
a. Prepare goal based financial planning reports
b. Have regular portfolio reviews with existing customers
c. Communication with clients on phone to fix appointments
d. Develop and grow client relationship
e. Client referral management
Client Support
To understand, address and resolve client queries
To compile and consolidate portfolios and update client at regular interval
Processing and administrative work
To fill various forms in clear legible handwriting without error and dispatch them for processing
- Maintain client database
- Stock keeping
- File management
Qualification:
- MCom/ PGD with specialization in Finance/Marketing
Experience:
- 0 to 5 years
Other Desirables:
- Excellent communication and presentation skills
- Possess strong convincing power
- Computer Literate and expert in MS Word, Excel, Power point
- Proficiency in English, Hindi and Gujarati
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