Operations Executive

0 years

1 - 2 Lacs

Posted:3 hours ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Description – Operations Executive (Sales Support & Client Communication)

  • Handle day-to-day operational activities related to mutual funds, shares, insurance, loans, and investments.
  • Support the sales team with data management, client coordination, and follow-ups.
  • Maintain client records, MIS reports, and CRM updates accurately.
  • Coordinate with banks, AMCs, and other financial institutions for application processing.
  • Communicate with clients through calls, emails, and WhatsApp for updates and query resolution.
  • Prepare and manage documentation, proposals, and reports as required.
  • Assist in post-sales service and ensure timely execution of transactions.
  • Monitor workflow and ensure operational efficiency in all back-office activities.
  • Provide general administrative support to the management team.
  • Maintain confidentiality and ensure compliance with company policies.

Job Types: Full-time, Permanent

Pay: ₹12,000.00 - ₹19,000.00 per month

Work Location: In person

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