A Naukri Group company
Login చేయండిHire Local Staff
A Naukri Group companyLogin చేయండిHire Local Staff
10,000 - 16,000 /నెల*
Hemantkumar Arvind Pawar
ఇందిరా నగర్, నాసిక్
₹1,000 incentives included
బ్యాక్ ఆఫీస్ / డేటా ఎంట్రీ లో 6 - 36 నెలలు అనుభవం
Full Time/Part Time
We are looking for a Female Office Executive to join our team Financial Freedom Coach. The role involves assisting clients in opening online Mutual Fund accounts, managing and updating client information accurately, communicating with clients for service support, and performing various online administrative tasks. The position offers In Hand Salary and opportunities for growth.
Key Responsibilities:
Assist clients in opening online Mutual Fund accounts by collecting required data and documents.
Ensure that client data remains accurate, accessible, and contributes to smooth operations.
Verify data accuracy, make corrections, and identify irregularities in a timely manner.
Send reports, updates, birthday greetings, and service communications to clients.
Make follow-up calls for specific projects and maintain professional client communication.
Organize and maintain digital records for easy access and retrieval.
Support various administrative tasks and provide regular online reporting to management.
Maintain confidentiality of sensitive client information at all times.
Job Requirements:
The minimum qualification for this role is 12th Pass / Graduate with basic computer knowledge. The role requires good communication skills, attention to detail, strong organizational skills, and the ability to manage multiple tasks efficiently. Candidates must be open to Working Days.
