As a Back Office Operations professional at Artharthi Services Pvt Ltd, your primary responsibility will be to execute and monitor client transactions in Mutual Funds, Bonds, and Insurance. You will be tasked with preparing review reports using software and Excel for Existing Clients. Additionally, you will need to demonstrate a strong understanding of client service queries and ensure timely responses to address them. Your role will also involve proactive follow-ups with clients for onboarding and orientation purposes. Artharthi Services Pvt Ltd is a Holistic Wealth Management Company dedicated to long-term wealth creation and the overall financial well-being of its clients. We specialize in advising on various investment products, goal-based financial planning, and risk management strategies.,
The job responsibilities include executing and monitoring client transactions in Mutual Funds, Bonds, and Insurance as part of back office operations. You will be responsible for preparing review reports from software and Excel for existing clients. Addressing client service queries in a timely manner and working on follow-ups with clients for onboarding and orientation are also key aspects of this role. Artharthi Services Pvt Ltd is a Holistic Wealth Management Company that prioritizes long-term wealth creation and the overall financial well-being of its clients. The company offers advice on various investment products, goal-based financial planning, and risk management.,