Customer Relationship Officer Prudent Corporate Advisory Services

0.0 - 3.0 years

0 Lacs

nashik, maharashtra

On-site

As a Customer Relationship Officer at our company, you will be responsible for handling the overall operational work. This includes transaction processing, scrutiny, uploading queries, managing branch petty cash, processing vendor bills, utility bills, support staff leave, conveyance, and attendance. The ideal candidate for this role should have a basic knowledge of financial products like Mutual funds. We are specifically looking for female candidates with 0-3 years of experience in a similar role. If you are interested in this opportunity, please send your application to jobs@prudentcorporate.com.,

Posted 3 days ago

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Back Office Executive M-fins

2 - 4 years

2 - 4 Lacs

Dombivli

Work from Office

The person will manage the back-office operations for Mutual Funds & Insurance. Track business transactions, receipts, reports, etc. Track outward documents & its entries in outward sheet. Old entries to be tallied against report & update accordingly. Handle routine business activities like Account opening, Investment forms processing, modifications in account, transmissions and demat related processes, etc. Portfolio reporting to customers over email and phone at regular intervals like Monthly or Quarterly or as and when required. Maintain customer contact and handle customer queries / service issues Maintain updated client contact records using web utilities. Document all client contacts and service work along with necessary on-boarding requirements. Prepare KYC, MIS and other relevant reports from time to time. Maintain and manage inward and outward couriers. Handle official telephonic calls/emails/skype and client visits to office and ensure proper follow-up is made on the enquiries generated. Maintain and manage Petty Expenses / Utility Bills / Stationery / Photocopy Expenses / Courier Bills / Society Maintenance Bills. Keep a separate diary / book to track all varied expense heads. Minimum 2 years in Mutual Funds or Insurance back office operations _

Posted 2 months ago

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