Operations Executive- Fresher or experience

1 week ago

Bengaluru, Karnataka, India Analytical Investments Full time US$ 40,000 - US$ 80,000 per year

Company Description

Analytical Investments provides comprehensive solutions in banking, investment, and real estate. We assist clients in acquiring various loans, including business, mortgage, personal, home, and educational loans at competitive interest rates. With partnerships with over 30 banks, we offer a range of investment services such as insurance, mutual funds, fixed deposits, and income tax return filing. We also provide real estate advisory, assisting clients in buying, selling, renting properties, and offering consultancy on real estate investments. Our goal is to deliver the best financial solutions for SMEs, salaried individuals, professionals, chartered accountants, and consultants.

Role Description

This is a full-time on-site role for an Operations Executive at Analytical Investments, located in Bengaluru. The Operations Executive will handle day-to-day tasks including investment processing, record keeping, statement processing, addressing client queries, managing redemption procedures, and other miscellaneous services. The role is integral in ensuring smooth operational workflow and exceptional client service.

Qualifications

  • Strong organizational and record-keeping skills
  • Good understanding of banking and investment processes
  • Effective communication and client service skills
  • Ability to manage and process statements and records accurately
  • Proficiency in managing client queries and providing on-site assistance
  • Ability to work independently and collaboratively in a team
  • Bachelor's degree in Finance, Business Administration, or related field is preferred
  • Experience in the financial sector is a plus, but freshers are welcome to apply

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