Back office Executive - Male only

Job Description

NO VIRTUAL INTERVIEW AND THE INTERVIEW DATE IS FIXED ( Saturday 14 June 2025) About company : - leading firm serving in the space of personal finance. The Firm is in operation Since 1992, provides distribution of all financial instruments & investment options like MutualFunds, Insurance, Real estate, Gold, PMS, AIF, Fixed Deposits, Bonds etc to people from all walks of life. Role & responsibilities Client Engagement Existing Client/ New Client Support Backend Support to existing clients Managing Data Entries in Software, Track progress, Coordination with AMC, Insurance companies etc. Promoting various support strategies. Assisting clients in onboarding & implementation of the advice throughout. Aid in queries & keeping client informed about the products & services as and when required. CRM/Software Data management. Providing after sales support and service to client. Preferred candidate profile Candidates in Delhi NCR graduated or post graduated in Commerce/Finance. Good verbal and written communication skills Skills in MS Word, Excel, Power point is mandatory Highly motivated with a desire to learn Candidates qualified / pursuing CFP/QPFP will be Preferred. Candidate with work experience in financial services will be on priority Interested candidate may share your updated resume at:- 9289685409 ( Ms.Sapna) or lineup your face to face in person interview in office on Saturday ( 14 June 2025) Job Type: Full-time Pay: ₹15,000.00 - ₹25,000.00 per month Schedule: Day shift Fixed shift Supplemental Pay: Performance bonus Yearly bonus Work Location: In person