Opertion Executivr

Company Description

PJ India Wealth, founded by Mr. Prakash Jethwani, an industry veteran with 32 years of experience, offers comprehensive investment and insurance services. The company provides diversified financial services, including mutual funds, life insurance, stock broking, general insurance, marine insurance, high-yield bonds, and retirement funds. PJ India Wealth focuses on delivering tailored financial solutions to meet the unique needs of its clients.

Role Description

This is a full-time on-site role for an Operation Executive located in Gandhidham. The Operation Executive will be responsible for overseeing daily operational activities, ensuring smooth execution of financial transactions, managing client accounts, and providing timely support to clients. The role involves coordinating with various teams, preparing reports, and ensuring compliance with industry regulations.

Qualifications

• Excellent organizational and time management skills
• Strong written and verbal communication skills
• Ability to manage client accounts and provide customer support
• Familiarity with financial services such as mutual funds, insurance, and stock broking
• Ability to prepare reports and ensure regulatory compliance
• Bachelor's degree in Finance, Business Administration, or a related field
• Relevant experience in the financial services industry is a plus
• Proficiency in using financial software and tools