Operations Executive - Wealth Manag...

Finance Square Private Limited wants to bring on an Operations Executive - Wealth Manag... for its Gultekdi, Pune team. The pay goes up to ₹30,000/month. Great for first-time job seekers.

In the employer’s words

1. Servicing The Client Of Mutual Funds And Insurance. 2. Executing Mutual Fund And Insurance Transactions For The Clients 3. Basic Kyc And Form Filling Of The Client To Get The Work Done. 4. Good Communication Skills Required For Communication With The Client. 5. Maintain Good Relationships With The Clients. 6. Tally Accounting Work Every Month. Skills Needed : Email, Computer | Basic Excel, Manage Operations, MS Word, MS Power Point

Eligibility

• No prior experience needed — freshers can apply
• Minimum qualification: 12th Pass
• Comfortable with Basic Excel, Computer, Email, Manage Operations, Ms Power Point, Ms Word
• Basic English
• Freshers can apply
• Skills Needed: Email, Computer
• Basic Excel, Manage Operations, MS Word, MS Power Point
• A well organised, punctual attitude

Key responsibilities

In this role, you will:

• Maintain a professional attitude with customers and colleagues.
• Coordinate with your supervisor and team members
• Raise issues early and suggest practical fixes
• Keep simple daily records of your work
• Complete assigned tasks accurately and on time
• Follow company processes and safety guidelines

Compensation

Salary: ₹15,000 – ₹30,000 per month, based on skills and experience.

Job at a glance

• Job location: Gultekdi, Pune, Maharashtra
• Job type: Full time
• Interview: 11:00 AM - 4:00 PM | Monday to Saturday
• Work type: Office-based
• Openings: 1
• Working hours: 10.00 AM - 6:30 PM | Monday to Saturday

Apply today and take the next step in your career with Finance Square Private Limited.