Operation executive Mutual Fund & Insurance

Company Description

Gera Wealth Pvt Ltd is AMFI registered Mutual funds Distributors. compsny started as proprietorship in Dec 2003 and subsequently became private limited in 2018. We service over 730 customers managing AUM of over ₹325 Cr. We distribute all financial products like PMS, AIF, Bonds etc. We also provide protection products ( Life insurance, Health insurance and general insurance) thru license held in individual names.

Role Description

This is a full-time on-site role for an Operations Executive specializing in Mutual Funds & Insurance at Gera Wealth Pvt Ltd. The role is based in Noida, UP India. The Operations Executive will be responsible for day-to-day operations, including processing transactions, maintaining records, and ensuring compliance with regulations. Additional tasks include coordinating with clients, resolving queries, and working closely with other team members to support operational efficiency.

Qualifications

• Operations and Operations Management skills
• Strong Analytical Skills
• Excellent Interpersonal and Communication skills
• Ability to work independently and manage multiple tasks
• Attention to detail and strong organizational skills
• Experience in the financial services industry is a plus
• Bachelor's degree in Business, Finance, or related field