Operations Executive

1 years

3 Lacs

Posted:1 week ago| Platform: SimplyHired logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Description:

  • Performing basic admin duties including printing, scanning, sending emails, etc. Assisting and coordinating with the sales team.
  • Maintaining clients KYC. Preparing end to end documents for Share transfers. Preparation of confirmation letters and other documents required and transferring shares to the client.
  • Assisting and supporting, Updating client’s portfolio as per the sales and purchase.

Qualifications & Skills:

  • Education: Bachelors in any field Min 1 years of experience in relevant field. •

•Technical Skills: Proficiency in MS Word, Excel, and PowerPoint. •

•Soft Skills: Strong communication and analytical abilities.

  • Industry Knowledge: Deep understanding of financial markets, investment strategies, and regulatory frameworks.

Employment: Full-time, Permanent

Gender Preferred: No preference

Notice Period: Max 1 month

About Ekvity: Ekvity is a leading financial services provider specializing in Pre-IPO & Unlisted Shares, Wealth Management, Insurance Planning, and Mutual Funds. We offer tailor-made solutions to help our clients achieve their strategic financial objectives, ensuring long-term wealth creation through bespoke investment strategies.

Job Type: Full-time

Pay: ₹25,000.00 - ₹30,000.00 per month

Benefits:

  • Health insurance
  • Provident Fund

Work Location: In person

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