- Operations Executive (Sales Support & Client Communication)
Handle day-to-day operational activities related to mutual funds, shares, insurance, loans, and investments.
Support the sales team with data management, client coordination, and follow-ups.
Maintain client records, MIS reports, and CRM updates accurately.
Coordinate with banks, AMCs, and other financial institutions for application processing.
Communicate with clients through calls, emails, and WhatsApp for updates and query resolution.
Prepare and manage documentation, proposals, and reports as required.
Assist in post-sales service and ensure timely execution of transactions.
Monitor workflow and ensure operational efficiency in all back-office activities.
Provide general administrative support to the management team.
Maintain confidentiality and ensure compliance with company policies.
Job Types: Full-time, Permanent
Pay: ₹12,000.00 - ₹19,000.00 per month
Work Location: In person
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