Responsibilities : Preparing financial transaction reports of investors Communicating with investors and other intermediaries to collect and manage data Using software to manage, process, and complete financial transactions Having basic knowledge of financial products like Mutual Funds and Insurance Skills Required: Basic knowledge of financial products Quick learner with good communication skills Responsible, hardworking, punctual, and dedicated to tasks Basic computer knowledge – especially Excel and Microsoft Office Job Location: Ghatkopar (East), Mumbai Salary (CTC): ₹1.2 Lakhs to ₹3 Lakhs per year Job Type: Full-time Pay: ₹10,000.00 - ₹25,000.00 per month Schedule: Day shift Work Location: In person
Responsibilities : Preparing financial transaction reports of investors Communicating with investors and other intermediaries to collect and manage data Using software to manage, process, and complete financial transactions Having basic knowledge of financial products like Mutual Funds and Insurance Skills Required: Basic knowledge of financial products Quick learner with good communication skills Responsible, hardworking, punctual, and dedicated to tasks Basic computer knowledge – especially Excel and Microsoft Office Job Location: Ghatkopar (East), Mumbai Salary (CTC): ₹1.2 Lakhs to ₹2.4 Lakhs per year Job Type: Full-time Pay: ₹10,000.00 - ₹20,000.00 per month Schedule: Day shift Work Location: In person
Position: Customer Support Executive Location: Andheri, Mumbai Experience: 6 months to 1 Year Type: Full-time Responsibilities: Handle client queries professionally and redirect them to the branch head/concerned advisor when needed . Provide basic information about the company, services & products (wealth management, investment advisory, consolidation, etc.). Maintain client records and assist in documentation. Coordinate with the head office team for smooth client servicing. Requirements: Minimum qualification: Graduate (Commerce/Finance background preferred). Basic knowledge of financial products and client servicing. Strong communication and interpersonal skills. Proficiency in MS Office and email handling. Prior experience in customer service/financial services preferred. Job Type: Full-time Work Location: In person
Responsibilities: Manage daily branch operations and act as the initial point of contact for walk-in clients. Professionally respond to routine client inquiries and, if necessary, refer issues to the Branch Head or another appropriate advisor. Clearly and accurately describe the company&aposs services and products, such as portfolio consolidation, investment advising, and wealth management. Help with account opening, documentation, and on boarding procedures; keep and update customer records. Communicate with Head Office to improve service. Assist the Branch Head with operational and administrative duties to guarantee effective branch operation. Requirements: Finance or Commerce preferred It is preferred to have one to two years of expertise in financial services or customer service. Strong interpersonal and communication abilities. Fundamental knowledge of financial services and goods. Competence with Microsoft Office (Word, Excel, and Outlook) and expert email management. Capable of multitasking, meticulous, and well-organized. Location: Andheri / Ghatkopar, Mumbai Experience: 1 year to 2 years CTC: 1.2 Lakhs to 2.5 lakhs Job Types: Full-time, Permanent, Fresher Benefits: Leave encashment Work Location: In person Show more Show less
Required Skill Set Experience with Tally Prime preferred Basic knowledge of accounting and GST B.Com or related qualification Good with data entry and communication Job Description / Responsibilities Record daily entries in Tally Prime Maintain accounts and ledgers Bank reconciliation Prepare GST, TDS, and tax reports Support in audits and reports Min. Exp : 1 year Max. Exp : 1.5 years Compensation range (Salary) : 1.8 Lakhs to 2.4 Lakhs LPA Job Location : Ghatkopar East, Mumbai Job Type: Full-time Pay: ₹15,000.00 - ₹20,000.00 per month Work Location: In person