Execution Manager

As a professional in this role, you will be responsible for managing various verticals including Mutual Funds, Fixed Deposits, and Insurance. Your primary tasks will involve overseeing the end-to-end execution of assigned responsibilities. It will be crucial for you to effectively communicate with customers in fluent English, Hindi, and Marathi to ensure seamless task completion. In addition to customer interactions, you will be required to maintain accurate records and ensure the timely execution of client requests. Managing client calls and correspondence with external Financial companies will also be part of your responsibilities. Furthermore, you will support internal processes by handling data entry tasks and generating basic reports using Excel. The company you will be working for is a distinguished wealth management firm specializing in products such as mutual funds, fixed deposits, bonds, and insurance. Our client base consists of individuals, trusts, and companies, and we are committed to delivering exceptional financial services to meet their needs.,