Operations & Client Support Executive – Financial Services

Job Title:

Company:

Location:

Experience Required:

About Us

mutual funds, equity trading, and insurance products

Job Responsibilities

• Handle operational and technical tasks related to

  mutual funds, share trading, and insurance products

  .
• Address client queries promptly and provide effective solutions.
• Update and inform clients about

  new products, investment opportunities, and market insights

  .
• Place

  share trading orders

  on behalf of clients with accuracy and compliance.
• Engage in

  cross-selling and up-selling

  financial products to existing clients.

Requirements

• Minimum

  1 year of relevant experience

  in financial services (mutual funds, stock broking, or insurance).
• Strong knowledge of financial products and investment processes.
• Good communication and client-handling skills.
• Ability to multitask and work in a fast-paced environment.

Compensation

• Salary:

  Based on interview and experience.

• Incentives:

  Attractive performance-based incentives.

Why Join Us?

career growth, client trust, and innovation