Moneyscape Financial Services

Thorough understanding of mutual funds and insurance is compulsory. · Executing Mutual Funds Transactions, Insurance and other investments transactions on behalf of clients and the Firm · Checking and monitoring mutual fund transactions / reports using our software, other Financial products transactions · Client account opening documentation / other financial products application form filling, coordinating / meeting clients to complete onboarding / updation process. · Coordinating with Mutual fund companies, Insurance Companies, and other Investments / product companies, Chartered Accountants, Tax consultants · Pro-actively responding to investment / Insurance / other companies emails / phone calls to ensure all pending work is completed. · Pro-actively responding to Customer emails / phone calls / Whatsapp / other digital apps messages on a daily basis. Providing prompt support to customers over email / phone calls / whatsapp / other digital messaging apps as and when required · Data entries in Excel / Word / other softwares · Other office admin work including accounting, Record keeping · Visiting Investment company offices / RTA offices in and around Margao to submit forms / documents (If necessary) · Visiting clients in and around Margao to complete documentation. (If necessary) Job Type: Full-time Pay: ₹8,000.00 - ₹12,000.00 per month Benefits: Cell phone reimbursement Education: Bachelor's (Preferred) Experience: total work: 1 year (Preferred) Work Location: In person

Thorough understanding of mutual funds and insurance is compulsory. · Executing Mutual Funds Transactions, Insurance and other investments transactions on behalf of clients and the Firm · Checking and monitoring mutual fund transactions / reports using our software, other Financial products transactions · Client account opening documentation / other financial products application form filling, coordinating / meeting clients to complete onboarding / updation process. · Coordinating with Mutual fund companies, Insurance Companies, and other Investments / product companies, Chartered Accountants, Tax consultants · Pro-actively responding to investment / Insurance / other companies emails / phone calls to ensure all pending work is completed. · Pro-actively responding to Customer emails / phone calls / Whatsapp / other digital apps messages on a daily basis. Providing prompt support to customers over email / phone calls / whatsapp / other digital messaging apps as and when required · Data entries in Excel / Word / other softwares · Other office admin work including accounting, Record keeping · Visiting Investment company offices / RTA offices in and around Margao to submit forms / documents (If necessary) · Visiting clients in and around Margao to complete documentation. (If necessary) Job Type: Full-time Pay: ₹8,000.00 - ₹12,000.00 per month Benefits: Cell phone reimbursement Education: Bachelor's (Preferred) Experience: total work: 1 year (Preferred) Work Location: In person