Posted:3 weeks ago|
Platform:
On-site
Full Time
●Identify process gaps, malfunctions, and red flags; submit reports to management.
●Coordinate with process owners and department heads for timely task completion.
●Monitor end-to-end processes, maintain daily/weekly/monthly checklists.
●Provide regular process updates and exception reports to superiors.
●Manage pre- and post-client data for events/webinars and operations.
●Oversee client gifting activities and ensure timely delivery.
●Support team handling and new process implementations.
Graduate in Commerce/Management or related field.
●2–4 years of experience in operations/process coordination (financial services
preferred).
●Advanced MS Excel skills (data analysis, reporting, dashboards).
●Strong follow-up, execution, and organizational skills.
A D Naik Wealth
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