Operation Executive

Operations  Executive -Mutual Funds

Job Description in brief: Operations  Executive -Mutual Funds is responsible  to lead and manage a team of agents, communicate customer needs to stakeholders, and connecting with existing investors 

Hiring Agency: Namura HR Consulting Hiring for  Midas Touch-Nashik

Hiring Company: Midas Touch

Company Address:flat no. 3 Sukhdham hsg. soc. Tidke colony,Opp St Francis High School, Nashik- 422002

Company Website: https://www.facebook.com/midastouch97/

Role: Operations  Executive -Mutual Funds

Employment type: FullTime-onRoll

Educational Qualification: Any graduate B.Com.

Work Experience:  Minimum 0.6 to 1  years of Experience working as Customer Service Associate

Annual CTC Range: Rs  3.12  Lac per annum (LPA ) or Monthly Rs 26000 per month

Key Skills:

•        Minimum 6 months of Experience working as customer service associate  for any financial product /services for a company

•        A customer-oriented individual Offering prompt service to clients and oriented for doing business development for existing client and mobility in the job, resolve queries, complete service requests, email reports, etc.

•        Experience of documentation in a standardized format for onboarding, SIP reminders, portfolio updates and tally transactions and handle customer investment data

•        Mobility and willingness for business development activities like meeting  clients visits for expansion of business i.e. investments of the existing client  and any follow-ups

•        Good verbal and written communication, ability to interact through social media like whats app groups with High Net worth Individuals (HNI) , prospects,clients and drafting skills in English, negotiation and sales skills, excellent phone etiquette and active listening abilities.

•        A quick listener and exceptional ability to make decisions

•        Good problem-solving abilities, ability to meet deadlines and prioritize tasks

Roles and Responsibilities:

•        Internal Communication

o    Use dedicated WhatsApp groups for instant communication within teams.

o    Daily Meeting (10-15 mins) for updates on SIP status, new clients, escalations.

o    Use shared Google Drive/Excel sheets for SIP tracking, client onboarding, risk profiling.

o    Weekly review meetings (30 mins) with the team leader to discuss issues, targets, and achievements.

•        Client Communication

o    Standard email templates for onboarding, SIP reminders, portfolio updates.

o    Monthly WhatsApp messages or calls for portfolio summaries and check-ins.

o    Birthday and anniversary greetings via email/WhatsApp.

o    Clear documentation of communication history (notes in CRM or Excel).

•        Documentation and Tracking

o    Use standardized formats for:

§  Risk profiles

§  Goal planning sheets

§  Onboarding data forms

§  SIP/Transaction tracking

§  Client reports

•        Process service requests (change of bank, SIPs, STPs, onboarding).

•        Update and maintain accurate client records and transaction databases.

•        Coordinate with sales team for onboarding, mandate registrations, and transaction executions.

•        Follow up with portals NSC NmF, IFA Planet, Ticker Wealth,CAMS Edge,Funds Netetc etc

•        Generate internal reports and client summaries (monthly, tax reports).

•        Ensure regulatory and compliance adherence.

• It is a Full Time Back Office / Data Entry job for candidates with 6 months - 1 years of experience.

More about this Operation Executive job

1. What is the eligibility criteria to apply for this Operation Executive job?
   Ans: The candidate should be Graduate and above and above with 6 months - 1 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹26000 per month that depends on your interview. It's a Full Time job in Nashik.
3. How many working days are there for this Operation Executive job?
   Ans: This Operation Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Operation Executive job?
   Ans: No, there is no fee applicable for applying this Operation Executive job and during the employment with the company, i.e., NAMURA HR CONSULTING.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Operation Executive role?
   Ans: There is an immediate opening of 1 Operation Executive at NAMURA HR CONSULTING
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Back Office / Data Entry job.
8. What are the timings of this Operation Executive job?
   Ans: This Operation Executive job has 09:00 AM - 06:00 PM timing.