Job Description

Thorough understanding of mutual funds and insurance is compulsory.

Executing Mutual Funds Transactions, Insurance and other investments transactions on behalf of clients and the Firm

Checking and monitoring mutual fund transactions / reports using our software, other Financial products transactions

Client account opening documentation / other financial products application form filling, coordinating / meeting clients to complete onboarding / updation process.

Coordinating with Mutual fund companies, Insurance Companies, and other Investments / product companies, Chartered Accountants, Tax consultants

Pro-actively responding to investment / Insurance / other companies emails / phone calls to ensure all pending work is completed.

Pro-actively responding to Customer emails / phone calls / Whatsapp / other digital apps messages on a daily basis. Providing prompt support to customers over email / phone calls / whatsapp / other digital messaging apps as and when required

Data entries in Excel / Word / other softwares

Other office admin work including accounting, Record keeping

Visiting Investment company offices / RTA offices in and around Margao to submit forms / documents (If necessary)

Visiting clients in and around Margao to complete documentation. (If necessary)

Job Type: Full-time

Pay: ?8,000.00 - ?12,000.00 per month

Benefits:

Cell phone reimbursement
Education:

Bachelor's (Preferred)
Experience:

total work: 1 year (Preferred)
Work Location: In person