Operation Executive

2 days ago


Noida Sector DelhiNCR, India MS Gera Wealth Private Limited Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Operational Role -

1. Triggering financial transaction for Mutual Funds on platform like NSE / BSE and follow up with customer for approval of the same

2. Online onboarding new clients which include doing KYC, creating IIN (Investor Identification Number) and setting NACH on NSE & BSE platform.

3. Trekking rejection of transaction and follow up with customers to get them executed

4. Sending welcome mail to new clients.

5. Weekly MIS – cash flows, new client acquisition, SIP, bounced SIP, redemption etc

6. Coordinate with AMC & resolve for client query for non financial transactions like bank change, Transmission etc.

7. Follow up with software vendor for issue faced with software

8. Setting auto/manual email clients e.g. monthly portfolio, Capital Gain, SOA etc.

9. Interaction with clients for their portfolio, SIP based on their goals and risk profile etc.

10. Identify gaps in their overall financial position and upell & cross sell other products.


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