Operations Executive - Wealth Manag...

Looking for an Operations Executive - Wealth Manag... role in Gultekdi, Pune? Finance Square is hiring now. You can earn up to ₹20,000/month. There are 2 open positions.

In the employer’s words

1. Execute Mutual Fund Transactions On The Wealth Management Software 2. Client Co-Ordination On Phone Call And Whatsapp Message 3. Kyc Processing 4. Co-Ordination With Relationship Managers Of Mutual Fund And Insurance Companies 4. Client Servicing By Directly Talking To Them On Call/Whatsapp Message 5. Ability To Research On The Internet. Basic Excel, Manage Operations, Advanced Excel, MS Word | Skills Needed : Email, Computer

What you get

You will be paid ₹10,000 – ₹20,000 per month.

Requirements

• No prior experience needed — freshers can apply
• Education: 12th Pass
• Good knowledge of Advanced Excel, Basic Excel, Computer, Email, Manage Operations and Ms Word
• Basic English
• Freshers can apply
• Basic Excel, Manage Operations, Advanced Excel, MS Word
• Skills Needed: Email, Computer
• You are well organised and reliable

Your responsibilities

• You will coordinate with your supervisor and team members.
• Follow company processes and safety guidelines
• Raise issues early and suggest practical fixes
• Keep simple daily records of your work
• Maintain a professional attitude with customers and colleagues

Quick facts

• Job location: Gultekdi, Pune, Maharashtra
• Interview: 9:00 AM - 7:00 PM | Monday to Saturday
• Working hours: 10:00 AM - 6:30 PM | Monday to Saturday. 2nd and 4th Saturday - Holiday
• Openings: 2
• Work type: On-site
• Job type: Full time

Interested? Apply now on BetterJobs with your resume — Finance Square reviews applications regularly.