Operation Executive

Operations Executive -Mutual Funds
Job Description in brief: Operations Executive -Mutual Funds is responsible to lead and manage a team of agents, communicate customer needs to stakeholders, and connecting with existing investors Hiring Agency: Namura HR Consulting Hiring for Midas Touch-NashikHiring Company: Midas Touch Company Address:flat no. 3 Sukhdham hsg. soc. Tidke colony,Opp St Fransis High School, Nashik- 422002Company Website: https://www.facebook.com/midastouch97/Role: Operations Executive -Mutual Funds Employmenttype: FullTime-onRollEducational Qualification: Any graduate B.Com. Work Experience: Minimum 0.6 to 1 years of Experience working as Customer Service Associate Annual CTC Range: Rs 3 Lac per annum (LPA ) or Monthly Rs 25000per month Key Skills:Minimum 6 months of Experience working as customer service associate for any financial product /services for a company A customer-oriented individual Offering prompt service to clients and oriented for doing business development for existing client and mobility in the job, resolve queries, complete service requests, email reports, etc.Experience of documentation in a standardized format for onboarding, SIP reminders, portfolio updates and tally transactions and handle customer investment dataMobility and willingness for business development activities like meeting clients visits for expansion of business i.e. investments of the existing client and any follow-ups Good verbal and written communication, ability to interact through social media like whats app groups with High Net worth Individuals (HNI) , prospects,clients and drafting skills in English, negotiation and sales skills, excellent phone etiquette and active listening abilities.A quick listener and exceptional ability to make decisionsGood problem-solving abilities, ability to meet deadlines and prioritize tasksRoles and Responsibilities: Internal CommunicationUse dedicated WhatsApp groups for instant communication within teams.Daily Meeting (10-15 mins) for updates on SIP status, new clients, escalations.Use shared Google Drive/Excel sheets for SIP tracking, client onboarding, risk profiling.Weekly review meetings (30 mins) with the team leader to discuss issues, targets, and achievements.Client CommunicationStandard email templates for onboarding, SIP reminders, portfolio updates.Monthly WhatsApp messages or calls for portfolio summaries and check-ins.Birthday and anniversary greetings via email/WhatsApp.Clear documentation of communication history (notes in CRM or Excel).Documentation and TrackingUse standardized formats for:Risk profilesGoal planning sheetsOnboarding data formsSIP/Transaction trackingClient reportsProcess service requests (change of bank, SIPs, STPs, onboarding).Update and maintain accurate client records and transaction databases.Coordinate with sales team for onboarding, mandate registrations, and transaction executions.Follow up with portals NSE MF, IFA Planet, IFANOW, Masterstrokeonline, FundzBazar etc and registrars.Generate internal reports and client summaries (monthly, tax reports).Ensure regulatory and compliance adherence.Screening Questions:Do you have minimum 6 months of experience working as customer support executive for any product /service for a company ? Yes/ No Do you have good verbal and written communication skills, ability to interact smoothly with High-Net-worth Individuals (HNI) clients and drafting skills in English, negotiation skills, excellent phone etiquette and active listening abilities.? Yes/ No Do you have minimum 6 months of experience for expansion of business for the existing clients? Yes/ No Do you have minimum 6 months of experience of documentation in a standardized format and tally transactions and update customer database ? Yes/ No Do you have minimum 6 months of experience in updating and maintaining accurate client records ,coordinating with sales team for onboarding new clients and their registrations as per process ? Yes/ NoAre your OK for Work from Office with Office at Tidke Colony, Nashik ? Yes/ NoAre you OK for 6 days’ workweek ? Yes/ No Ideal Answer: YesAre you OK for maximum CTC of Rs 3 Lac Per Annum or Rs 25000 per month provided you fulfil all the must have competencies? Yes/ No Ideal Answer: Yes