Operations Executive

Artharthi Investments & Insurance

2 - 6 years

0 Lacs

pune maharashtra

Posted:3 weeks ago| Platform: Shine logo

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Skills Required

mutual funds bonds insurance software excel strong communication skills executing client transactions monitoring client transactions preparing review reports

Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for executing and monitoring client transactions in Mutual Funds, Bonds, and Insurance as part of back office operations. Additionally, you will prepare review reports from software and Excel for existing clients. Addressing client service queries promptly and working on follow-ups with clients for onboarding and orientation are also essential aspects of this role. - Prior experience in executing and monitoring client transactions in Mutual Funds, Bonds, and Insurance. - Proficiency in preparing review reports using software and Excel. - Strong communication skills to address client service queries effectively. Artharthi Services Pvt Ltd is a Holistic Wealth Management Company dedicated to long-term wealth creation and the overall financial well-being of its clients. The company specializes in offering advice on various investment products, goal-based financial planning, and risk management.,

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Operations Executive