Operation Executive Mumbai

Operation Executive Mumbai

Company: Leading Asset management company in India.

Job Description:

• Perform day-to-day administrative tasks including printing, scanning, emailing, and record keeping.
• Assist and coordinate with the sales team for smooth execution of transactions.
• Maintain and update client KYC documentation.
• Prepare complete documentation for share transfers, including confirmation letters and required supporting documents.
• Ensure timely and accurate transfer of shares to clients.
• Update client portfolios regularly based on sales and purchase transactions.
• Provide assistance and support to clients and internal teams as needed.

Qualification:

Experience:

Technical Skills:

• Proficiency in MS Word, Excel, and PowerPoint.
• Ability to manage and maintain detailed documentation.

Soft Skills:

• Strong communication skills (verbal and written).
• Analytical mindset with attention to detail.
• Ability to multitask and work collaboratively in a team environment.

Industry Knowledge:

• Sound understanding of financial markets, investment strategies, and regulatory frameworks. 

Location: Andheri

If you are interested, please send your updated resume on resume1@satvam.com

Regards

Geeta

Satvam Consulting Pvt Ltd