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Operation Specialist

Operation Specialist

0 - 1 years

|

2 - 3 Lacs

Mumbai Mahalakshmi West

Posted:3 months ago| Platform:

Apply

Skills Required

mutual fund transactions Excel account documentation back office asset management

Work Mode

Work from Office

Job Type

Full Time

Job Description

1. Process mutual fund transactions and client requests accurately. 2. Maintain and update client records in the system. 3. Prepare reports and manage account documentation . 4. Coordinate with banks, asset management companies (AMCs), and clients for seamless transactions. 5. Handle client queries through email and phone professionally 6. Support the sales team with essential back-office tasks. Basic knowledge of MS Excel and Word

More Jobs at JP Financial

Operation Specialist

Mumbai, Mahalakshmi West

Experience: Not specified

INR 2 - 3 Lacs

Financial Analyst in Mumbai

Mumbai

INR 4 - 8 Lacs

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JP Financial

www.jpfinancial.com

Finance

New York

50 Employees

2 Jobs

Key People

John Doe

CEO
Jane Smith

CFO
Emily Johnson

Head of Wealth Management

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