Operation Executive

FEMALE CANDIDATE ONLY

JOB RESPONSIBILITIES: The candidate should be well versed with detailed back end operation process pertaining to MF, Life and General Insurance, Fixed income

• Should have in-depth knowledge of all process related to different financial asset class
• Should make and update the product process flow chart and make the process seamless and error free
• Should have experience in handling different portals related to investment execution of different financial companies
• Should have handled the BSE Star Platform for MF transaction
• Daily Online/Offline execution of MF, Insurance, General Insurance, Fixed income products (Purchase, redemption, switch, renewal, claim settlement, quote generation)
• Preparing and maintain daily transaction reports and MIS
• Coordination with various companies pertaining to any issue related to transaction, client related issues
• Coordinating with various processing house and resolving all query related to transaction
• Multitasking and highspeed error free transaction
• Coordinating with Clients for transaction related/ query resolution related issues

Qualification:

• Graduation/MBA/BBA with at least 65% marks along with certification with various asset class

Requirement:

• 2-4 years of experience in wealth advisory, financial portfolio company, or any financial advisory firms handling backend operations
• Fresher are welcome too.

Skills:

• Humble and soft spoken
• Excellent command over verbal and written English communication.
• Expert in EXCEL and PPT
• High customer orientation
• Willing to stretch as per workload.
• Experience in handling ticketing systems.
• Very strong ownership towards work and task assigned

CTC:
As per company standards

Only female candidates from in and around Navi-Mumbai can apply.

Job Types: Full-time, Fresher

Pay: ₹100,000.00 - ₹200,000.00 per year

Benefits:

• Cell phone reimbursement

Work Location: In person