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Operation Executive

Operation Executive

Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

V-Financial Services

0 - 3 years

0 Lacs

navi mumbai maharashtra

Posted:9 hours ago| Platform: Shine logo

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Skills Required

mf life insurance general insurance fixed income purchase switch claim settlement mis client management wealth advisory backend operations excel powerpoint detailed backend operation processes financial asset classes product process flow charts investment execution bse star platform daily onlineoffline transactions redemption renewal quote generation transaction reports multitasking highspeed transactions client query resolution financial portfolio companies financial advisory firms customer orientation work ownership

Work Mode

On-site

Job Type

Full Time

Job Description

As a candidate for this position, you will be responsible for the detailed back-end operation processes related to MF, Life and General Insurance, and Fixed income. Your key responsibilities will include: - Demonstrating in-depth knowledge of all processes related to different financial asset classes - Creating and updating product process flow charts to ensure seamless and error-free processes - Handling different portals for investment execution in various financial companies - Managing the BSE Star Platform for MF transactions - Executing daily online/offline transactions for MF, Insurance, General Insurance, and Fixed income products such as purchase, redemption, switch, renewal, claim settlement, and quote generation - Preparing and maintaining daily transaction reports and MIS - Coordinating with various companies and processing houses to resolve transaction and client-related issues - Multitasking and ensuring high-speed error-free transactions - Coordinating with clients to resolve transaction and query-related issues Qualifications Required: - 0-2 years of experience in wealth advisory, financial portfolio companies, or any financial advisory firms handling backend operations - Graduation/MBA/BBA with at least 65% marks along with certifications in various asset classes The company is seeking only female candidates from in and around Navi-Mumbai for this position. The compensation package (CTC) will be as per company standards. If selected, you should possess the following skills: - Humble and soft-spoken demeanor - Excellent command over verbal and written English communication - Expertise in Excel and PowerPoint - High customer orientation - Willingness to stretch as per workload demands - Strong ownership towards work and assigned tasks,

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Operation Executive