- 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.
- 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.
- Back Office
- Kyc
- Mutual Fund
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Back-Office Operations Manager - Ahmedabad - confidential
Description
Key Responsibilities:
Skills & Qualifications:
Key Skills :
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Operations Manager
Full time confidential- Ahmedabad
-
Operation Manager
Full time confidential- Ahmedabad
-
Operations Manager
Only for registered members Ahmedabad, Gujarat
-
Operation Manager
Only for registered members Ahmedabad
-
Operations Manager
Only for registered members Ahmedabad
-
Operations Manager
Only for registered members Ahmedabad
-
Operations Manager
Only for registered members Ahmedabad
-
Operations Manager
Only for registered members Ahmedabad, Gujarat
-
Operations Manager
Only for registered members Ahmedabad, Gujarat
-
Operations Manager
Only for registered members Ahmedabad
-
Operations Manager
Only for registered members Ahmedabad
-
Operation Manager
Full time confidential- Ahmedabad
-
Operations Manager
Only for registered members Greater Ahmedabad Area
-
It Operations Manager
Full time confidential- Ahmedabad
-
Operations Manager
Only for registered members Ahmedabad
-
Operations Manager
Only for registered members Ahmedabad
-
Operation Manager
Only for registered members Ahmedabad
-
Operations Manager
Only for registered members Ahmedabad, Gujarat
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Manager - Operations
Only for registered members Ahmedabad
-
Operations Manager
Only for registered members Ahmedabad, Gujarat
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Operations Manager
Only for registered members Ahmedabad, Gujarat