Accounts & Operations Executive

Job Description – Accounts & Operations Executive The role involves managing client interactions and supporting the delivery of financial advisory services. Key responsibilities include: 1. Client Advisory & Interaction Engage with existing clients for cross-selling and upselling relevant financial products. Assist clients with mutual fund investments, insurance solutions, and retirement planning. Conduct risk profiling and guide clients on asset allocation and suitable investment options. 2. Financial Planning Support Prepare detailed goal plans and personalized financial roadmaps. Assist in developing long-term wealth plans aligned with client needs and risk appetite. 3. Accounts & Operations Management Maintain accurate financial records, client reports, and operational documentation. Coordinate with internal teams for account updates, compliance, and timely execution of client requests. Support day-to-day operations related to investment processing, KYC updates, and other financial services activities. 4. Compliance & Documentation Ensure adherence to regulatory and internal compliance guidelines. Manage documentation related to investments, insurance, and financial transactions.