Business Operations
2 weeks ago
Description:
• Performing basic admin duties including printing, scanning, sending emails, etc.
Assisting and coordinating with the sales team.
• Maintaining clients KYC. Preparing end to end documents for Share transfers.
Preparation of confirmation letters and other documents required and
transferring shares to the client.
• Assisting and supporting, Updating client's portfolio as per the sales and
purchase.
Qualifications & Skills:
• Education: Bachelors in any field Min 1 years of experience in relevant field.
• Technical Skills: Proficiency in MS Word, Excel, and PowerPoint.
• Soft Skills: Strong communication and analytical abilities.
• Industry Knowledge: Deep understanding of financial markets, investment
strategies, and regulatory frameworks.
Employment: Full time, Permanent
Gender Preferred: No preference
Notice Period: Max 1 month
About The Company: It is a leading financial services provider specializing in Pre-IPO &
Unlisted Shares, Wealth Management, Insurance Planning, and Mutual Funds. We
offer tailor-made solutions to help our clients achieve their strategic financial objectives,
ensuring long-term wealth creation through bespoke investment strategies.
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