Senior Finance Operation Executive (Mutual Funds)

Enrichwise Financial Services Pvt Ltd; Thane; On-site; INR 300,000 - 500,000; Full time

Job summary

Enrichwise Financial Services Pvt Ltd is seeking candidates for a customer service role based in Thane, Maharashtra. The position involves handling customer queries, processing Mutual Fund transactions, and ensuring efficient service delivery.

Successful candidates should possess good communication skills and a graduation in finance or equivalent. Knowledge of the financial market will be advantageous. The work environment is positive and supportive, offering professional growth opportunities.

Qualifications

• Basic written and verbal communication skills required.
• Graduation in finance or equivalent needed.
• Knowledge of the financial and securities market is advantageous.

Responsibilities

• Handle customer queries and provide timely information.
• Collaborate with team for efficient customer service.
• Process Mutual Fund transactions and perform KYC verification.
• Monitor and report investment portfolios.

Skills

Communication skills

Familiarity with MS Word and Excel

Knowledge of financial markets

NISM Series 5/A certification

Education

Graduation in finance related stream or equivalent (Bcom, BBI, BFM)

Job description

Key Responsibilities

• Handle customer queries and concerns through various communication channels. Provide accurate and timely information to customers.
• Collaborate with team members to ensure efficient customer service.
• Maintain documentation of customer interactions and transactions.
• Execute and process Mutual Fund transactions (purchase, redemption, SIP, SWP, STP, etc.). Perform client onboarding and KYC verification.
• Monitor and report investment portfolios.

Skills Required

• Basic written and verbal communication skills.
• Familiarity with open office applications, MS Word, and Excel.
• Graduation in finance related stream or equivalent (Bcom, BBI, BFM).
• NISM Series 5/A certification is a plus and will be given preference. Knowledge of financial & securities market and insurance.

Salary & Benefits

As per company standards. Professional growth opportunities. Positive and collaborative work environment.