Job Description

About Sahayak Associates

Sahayak Associates is a Wealth Management firm that offers a complete range of solutions
to help build, manage and preserve wealth for its clients by executing strategies that
maximizes growth and optimizes risk.
At Sahayak, we are determined to offer a seamless customer experience that maintains the
highest standards of confidentiality and keeps the interest and financial goals of our
customer in mind.
Sahayak Associates comprises a team of experienced Finance Professionals and is one of the
fastest growing Wealth Management firm in the region handling more than 500 clients at
present.

Job Title: Backoffice Operations Executive

Job Responsibilities

• Provide direct assistance to customer relations\xe2\x80\x99 representative and top

management.

• Customer Query and complaint handling.
• Implementation of Client Financial Plans and rebalancing strategies.
• Client communication both written and verbal as needed.
• Maintaining records and preparing documentation.
• General office administration tasks, and more.
  

Job Requirements

• Minimum College degree within a business field preferred
• Certification courses in the related field
• Works well with other employees and is a team player with a positive

attitude

• Must possess admirable customer service skills
• Proficiency to multi-task, follow-through and follow-up
• Professional phone etiquette
• Possess an upbeat, positive and enthusiastic attitude
• Data Entry and Computer Skills
• Expertise in Microsoft Office products especially Microsoft Excel
• Have access to a laptop, personal conveyance and smartphone for

work purposes

For more information, please call/email us at:
info@sahayakassociates.in
+91-9872804694, 9530661434