Business Operations

Description:

• Performing basic admin duties including printing, scanning, sending emails, etc.

Assisting and coordinating with the sales team.

• Maintaining clients KYC. Preparing end to end documents for Share transfers. 

Preparation of confirmation letters and other documents required and

transferring shares to the client. 

• Assisting and supporting, Updating client’s portfolio as per the sales and

purchase. 

Qualifications & Skills:

• Education: Bachelors in any field Min 1 years of experience in relevant field.

• Technical Skills: Proficiency in MS Word, Excel, and PowerPoint.

• Soft Skills: Strong communication and analytical abilities.

• Industry Knowledge: Deep understanding of financial markets, investment

strategies, and regulatory frameworks.

Employment: Full time, Permanent

Gender Preferred: No preference

Notice Period: Max 1 month

About The Company: It is a leading financial services provider specializing in Pre-IPO &

Unlisted Shares, Wealth Management, Insurance Planning, and Mutual Funds. We

offer tailor-made solutions to help our clients achieve their strategic financial objectives,

ensuring long-term wealth creation through bespoke investment strategies.