Operations & Customer Support Manager
1 week ago
Job Profile
- Manage client interactions and communications effectively.
- Handle mutual fund account openings, KYC processes, and other related documentation.
- Coordinate with mutual fund companies, insurance providers, and financial partners regarding ongoing investments.
- Track internal documents, maintain data records, and follow up with respective parties.
- Manage basic social media platforms for brand awareness and client engagement.
- Assist clients with their investments, renewals, and financial queries.
- Maintain strong relationships with clients and financial partners.
- Occasionally visit clients and partners as required.
Desired Candidate Profile
- Basic understanding of Investments, Financial Planning, Mutual Funds, and Insurance.
- Knowledge of KYC processes and regulatory requirements.
- Proficiency in MS Office (Excel, Word, PowerPoint).
- Familiarity with basic social media management.
- Strong communication skills with fluency in English, Hindi, and Gujarati.
- Excellent teamwork and coordination abilities.
- Prior experience in financial services will be an advantage.
Job Types: Full-time, Permanent
Pay: ₹15, ₹30,000.00 per month
Benefits:
- Cell phone reimbursement
- Paid sick time
Education:
- Bachelor's (Preferred)
Language:
- English (Preferred)
- Hindi (Preferred)
- Gujarati (Preferred)
Location:
- Makarba, Ahmedabad, Gujarat (Preferred)
Work Location: In person
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