Finance Executive

20,000 - 22,000 /month

Shining Stars Consultants

Mayur Vihar I, Delhi

6 - 12 months Experience in Accountant

2 Openings

Full Time

Graduate and above

Females Only

09:00 AM - 06:00 PM | 6 days working

Key Responsibilities

Processing Mutual Fund, Insurance, Fixed Income, and Investment-related transactions.

Maintaining client records, KYC documents, and compliance-related data.

Coordinating with AMCs, Insurance Companies, and Financial Institutions.

Preparing client reports, portfolio statements, and MIS reports.

Managing CRM updates and client database.

Handling transaction forms, application processing, and follow-ups.

Supporting Relationship Managers and Advisors with operational requirements.

Ensuring timely execution of client requests and service issues.

Maintaining accuracy and confidentiality of client information.

Required Skills

Good knowledge of MS Excel, Word, and Google Sheets.

Strong attention to detail and documentation skills.

Good communication and coordination abilities.

Basic understanding of Mutual Funds, Insurance, Fixed Income, and Financial Products (preferred).

Ability to manage multiple tasks and deadlines.

Qualifications

Graduate in Commerce, Finance, Business Administration, or related field.

Freshers with good analytical and operational skills can also apply.

Experience in Wealth Management, Banking, Insurance, or Financial Services will be preferred.

It is a Full Time Accountant job for candidates with 6 months - 1 years of experience.

What qualifications and experience are required for this Finance Executive position?
Ans : Candidates should have a Graduate and above qualification with 1-1 years of experience.
What is the salary and job type for this role?
Ans : The salary for this Finance Executive job ranges between ₹20,000-₹22,000 per month. This is a Full Time job.
What is the work schedule for this Finance Executive job?
Ans : This Finance Executive job has 6 days working days and timings from 09:00 AM - 06:00 PM.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Mayur Vihar I, Delhi.
How many vacancies are there for this Finance Executive job?
Ans : There are 2 vacancies for this Finance Executive role.
Which candidates are eligible to apply?
Ans : Candidates with a Graduate and above qualification and 1-1 years of experience are eligible to apply for this Finance Executive role. Only female candidates are eligible.
What is the job location for this position?
Ans : The job location for this Finance Executive position is Mayur Vihar I, Delhi.
What makes this Finance Executive job a good opportunity?
Ans : This Finance Executive job is a good opportunity as it offers a salary between ₹20,000-₹22,000 per month. This is a Full Time job and has 2 openings.