Key Responsibilities
- Handle different verticals such as mutual funds, fixed deposits, and insurance.
- Handle the end-to-end execution of the tasks.
- Handle and manage client calls and correspondence with external companies.
- Coordinate ongoing financial service activities and operational tasks.
- Maintain accurate records and ensure timely execution of client requests.
- Support internal processes with data entry and basic reporting in Excel.
- Uphold a high standard of professionalism and client service.
About Company: We are a wealth management firm that deals with products like mutual funds, fixed deposits, bonds & insurance that work with individuals, trust & companies as clients.
