Back-Office Operations Manager - Ahmedabad - confidential

    confidential
    confidential Ahmedabad

    19 hours ago

    Full time Healthcare
    Description

    Key Responsibilities:

    • Manage client interactions and communications effectively.
    • Handle mutual fund account openings, KYC processes, and other related documentation.
    • Coordinate with mutual fund companies, insurance providers, and financial partners regarding ongoing investments.
    • Track internal documents, maintain data records, and follow up with respective parties.
    • Manage basic social media platforms for brand awareness and client engagement.
    • Assist clients with their investments, renewals, and financial queries.
    • Maintain strong relationships with clients and financial partners.
    • Occasionally visit clients and partners as required.

    Skills & Qualifications:

    • Basic understanding of Investments, Financial Planning, Mutual Funds, and Insurance.
    • Knowledge of KYC processes and regulatory requirements.
    • Proficiency in MS Office (Excel, Word, PowerPoint).
    • Familiarity with basic social media management.
    • Strong communication skills with fluency in English, Hindi, and Gujarati.
    • Excellent teamwork and coordination abilities.
    • Prior experience in financial services will be an advantage.

    Key Skills :

    • Back Office
    • Kyc
    • Mutual Fund

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