Senior Manager

Gender : Only Female Candidates should apply Industry : Financial Services, Financial Planning, Investment Broking firm,Wealth Management Companies only Locations : Candidates in and around Navi Mumbai will be preferred Who Can Apply / What we are looking in Candidates : Candidate Must have at least 2 years experience is investment execution of Financial services products like ( MF, Insurance, Corporate deposits , Equity, Insurance, and alternate funds ) Must have hands on experience on BSE Star Platform and MF Utility platform Must have experience in pulling quatrain for various medical insurance quotes and their comparison and investment execution of various investment products what are approved by statutory body. Must have made process flow charts and must have executed those processes through team for broking firm and financial services ( Investment execution ) companies . Must have prepared mostly renewal dues and must have made robust process to track the same on daily basis . Should poses leadership skills and strong in training teams on various and lated investment execution platforms/ portals/ software and investment processes for effective customer service and operational excellence Must have very strong English communication to engage HNI financial investment customers or financial planning customers. Must be very strong in preparing XL and ppt pertaining to investment planning, investment process flow execution, and financial planning and financial services customer's engagement and issue resolution/ training.