Operations Executive

6 days ago


Vadodara, Gujarat, India Nexxora Innovation and Tech Solutions Pvt. Ltd Full time

Role: Multiple vacancies for the positions of Executive/Associate/Lead/Manager Operations

Profile: Office Operations

Responsibilities:

  1. Executing the Finance operations

  2. Client and business data management through ERP software

  3. Executing online/Offline transactions
  4. Maintain the client portfolio reports
  5. Know-how on MS office operations
  6. Managing the social media and branding

  7. 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

  1. Client Support

  2. To understand, address and resolve client queries

  3. To compile and consolidate portfolios and update client at regular interval

  4. Processing and administrative work

  5. To fill various forms in clear legible handwriting without error and dispatch them for processing

  6. Maintain client database
  7. Stock keeping
  8. 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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