Senior Executive - Operations Plan Ahead Wealth Advisors

4.0 - 6.0 years

4 - 8 Lacs

Mumbai Suburban

Work from Office

Hi Folks, Greetings!! We are looking for talented and experienced opeartions candidates willing to grab a amazing career opportunity at Plan Ahead, a leading and award winning wealth advisory company in the industry. Location: Andheri West, Mumbai Experience : Minimum 4 years or relevant experience + NISM VA certification Job description: Portfolio data management and website data updating and maintenance of the company database and mobile app data on daily basis, Account opening, Providing documentation support for various investment products like mutual funds, stocks, FDs, bonds, PMS, and other financial products , and various platform and compliance and KYC paperwork Client communication for data update and email and management of clients' servicing and implementation requests Management and upkeep of client servicing data and softwares Hand Holding clients on usage of various platforms for implementation of advice and mobile app for portfolio viewing Handling business operations by following systems and processes Coordinating with office boy teams for documentation and client servicing management Following systems and processes for operations team as per company SOPs, TATs & SLAs Handling projects related to client servicing and online platforms and executions of new projects Reporting - Sending of portfolio reports / tax reports / any other reports report generation and sending (advice is not included in Operations job responsibility). General office administration Functioning with various teams, ensuring customer delight by achieving delivery & quality client service. If you are interested kindly email your updated resume to hr@planahead.in Hope you grab this opportunity to join our Plan Ahead family.

Posted 1 day ago

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