Handle different verticals such as Mutual Funds, Fixed Deposits, and Insurance.
Handle the end-to-end execution of the tasks.
Interact with customers for the execution of tasks in fluent English, Hindi, and Marathi.
Maintain accurate records and ensure timely execution of client requests.
Handle and manage client calls and correspondence with external Financial companies.
Support internal processes with data entry and basic reporting in Excel.

About Company: We are a wealth management firm that deals with products like mutual funds, fixed deposits, bonds & insurance that work with individuals, trust & companies as clients.

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Execution Manager in Pune

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