Opportunity with leading finacail services

Back office operations executive

1 Nos.
81053
Full Time
3.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
ITES / BPO / KPO / Customer Service / Operations
Banking/Financial Services
B.Com - Commerce
Job Description:

Back office operations for PMS, MF and other investment product:

- Speaking to customers on the documentations and other account opening queries.

- Meeting the client in person and closing the documentation needed.

- Managing the entire Bangalore client base for the PMS and MF products, if any.

- Coordinate with the Mumbai (central office) and customer relation team for prompt resolutions for Bangalore market.

- Personally meet the customers for the documentation request and also to punch the acct opening forms and other forms into the system.

- Decent communication and good personalities 

Company Profile

The core of our Investing Philosophy lies in identifying businesses with significant competitive advantage, capable management team with a strong corporate governance track record and disciplined financial management

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