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 Fransis High School, Nashik- 422002
Role: Operations Executive -Mutual Funds
Employmenttype: 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 Lac per annum (LPA ) or Monthly Rs 25000per 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