Operations Executive

Role Overview: 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. Key Responsibilities: - Execute and monitor client transactions in Mutual Funds, Bonds, and Insurance. - Prepare review reports using software and Excel for existing clients. - Address client service queries promptly. - Work on follow-ups with clients for onboarding and orientation. Qualifications Required: - 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. Role Overview: 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. Key Responsibilities: - Execute and monitor client transactions in Mutual Funds, Bonds, and Insurance. - Prepare review reports using software and Excel for existing clients. - Address client service queries promptly. - Work on follow-ups with clients for onboarding and orientation. Qualifications Required: - 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.