Key Responsibilities:
Handle MIS and CRM systems for efficient client servicing and query resolution.
Timely follow-ups with queries and logins.
Maintain accurate records of all client communications, and service updates.
Support various financial workings and documentation required by the advisory team.
Collaborate with internal teams to ensure smooth coordination and client satisfaction.
Required experience: 1 to 5 years in investment products as back office executive.
Job Type: Full-time
Pay: ₹18,000.00 - ₹20,000.00 per month
Work Location: In person
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