The candidate should be well versed with detailed back end operation process pertaining to MF, Life and General Insurance, Fixed income
Should have in-depth knowledge of all process related to different financial asset class
Should make and update the product process flow chart and make the process seamless and error free
Should have experience in handling different portals related to investment execution of different financial company
Should have handled the BSE Star Plat form for MF transaction
Daily Online/Offline execution of MF, Insurance, General Insurance, Fixed income products (Purchase, redemption, switch, renewal, claim settlement, quote generation)
Preparing and maintain daily transaction reports and MIS
Coordination with various companies pertaining to any issue related to transaction, client related issues
Coordinating with various processing house and resolving all query related to transaction
Multitasking and highspeed error free transaction
Coordinating with Clients for transaction related/ query resolution related issues