Operations Executive For Finance Service Firm at Mumbai

Job Description:

Role Description

This is a full-time on-site role for an Executive Assistant at DDK Wealth Partners LLP in Mumbai. The Executive will be responsible for providing client support, handling inquiries, business processes related to Insurance & Investments

1. Job Description And Duties

1. Data entry and record keeping
2. Managing paperwork and documentation
3. Handling Emails And Correspondence
4. Coordinating with other departments
5. Assisting with HR and administrative tasks

2. Skills and Qualifications

a) Education requirements
b) Technical skills needed
c) Communication and organizational skills
d). Ability to work under pressure

3. Job Responsibilities

1. Managing and organizing office operations
2. Maintaining and updating company databases
3. Ensuring confidentiality of sensitive information
4. Assisting with customer inquiries and requests

Qualifications:

• Experience in administrative services & client assistance
• Strong communication and interpersonal skills
• Excellent organizational and time management skills
• Proficiency in MS Office (Word, Excel, PowerPoint, outlook (email)
• Ability to handle sensitive and confidential information
• Experience working in a wealth management or financial services industry is a plus
• Bachelor's degree in Business Administration or a related field

Additional Details :

Gender – Male / Female
Working Timings - (Monday to Friday - 10:00 Am to 6:00 Pm), (Saturday - 10:00 Am to 4:00 Pm)
Working Days – 6
Work Location – Mumbai Masjid Bunder East
Other Employee Benefits – Annual bonus, Mediclaim and accident post 3 months of probation period for self only, No pf facility available (after 6 months on confirmation) Leaves 18 per annum are allowed.
Interview mode : 1st round virtual if shortlisted 2nd round will be face to face.

Interested can share updated cv on search@talismanstaffing.com or What's app : 9136435341