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Operation Specialist JP Financial

0 - 1 years

2 - 3 Lacs

Mumbai, Mahalakshmi West

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1. Process mutual fund transactions and client requests accurately. 2. Maintain and update client records in the system. 3. Prepare reports and manage account documentation . 4. Coordinate with banks, asset management companies (AMCs), and clients for seamless transactions. 5. Handle client queries through email and phone professionally 6. Support the sales team with essential back-office tasks. Basic knowledge of MS Excel and Word

Posted 3 months ago

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