Back Office Employee

Company Description

Aditya Financial Services is a boutique wealth management firm with over 20 years of experience in the Indian markets, serving over 500 satisfied clients. We offer a range of investment products across various asset classes, with a primary focus on educating clients about the importance of saving and investing for long-term wealth creation.

Products offered include Mutual Funds, Direct Equity, Bonds, Global Investments, Alternative Investment Funds, Start-Up Investing, Structured Products and General & Life Insurance.

Role Description

This is a full-time on-site role as a Back Office Employee at Aditya Financial Services located in Ahmedabad. The role includes various back office operations tasks related to finance, sales, communication, and customer service.

Qualifications

• Back Office Operations skills - Client Onboarding & Paperwork, KYC onboarding for mutual fund and stocks, creating posts/newsletter for LinkedIn & Instagram .
• Tech know-how should have prior knowledge of wealth management and broking platforms
• Problem-Solving Mindset - Should be able to attend client queries and efficiently resolve them
• Communication and Customer Service skills
• Strong attention to detail and organisational skills
• Ability to work effectively in a team environment
• Bachelor's degree in Finance, Business, or related field