This job involves executing financial transactions. A few tasks that it includes are:
- Mutual Fund Transactions
- Insurance transactions
- Client Onboarding
- Follow-up and maintaining records.
- Posting on social media.
- Preparing reports and presentations.
- Other run time tasks.
Skills required
- Graduation in Commerce
- PowerPoint and Excel.
- Good communication skills, both written and oral.
Preferred Candidates
- The candidate currently lives in Bangalore.
- The candidate has 1-3 years of experience in a wealth management firm.
- Basic knowledge about mutual funds, insurance, RD, FD, etc.
Interested candidates send your rsum to contact@happywise.in
Work location: V V Puram, near National College Metro Station
HappyWise Financial Services
contact@happywise.in
https://www.happywise.in
Role: Operations - Other
Industry Type: Financial Services (Asset Management)
Department: Customer Success, Service & Operations
Employment Type: Full Tme, Permanent
Role Category: Operations
Education
UG: Any Graduate
Job Types: Full-time, Fresher
Pay: From ?180,000.00 per year
Work Location: In person
MNCJobsIndia.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.