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Artharthi Investments & Insurance
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Operations Executive

Operations Executive

Artharthi Investments & Insurance

2 - 6 years

0 Lacs

pune maharashtra

Posted:3 days ago| Platform: Shine logo

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Skills Required

back office operations mutual funds bonds insurance excel client service financial planning risk management

Work Mode

On-site

Job Type

Full Time

Job Description

The job responsibilities include executing and monitoring client transactions in Mutual Funds, Bonds, and Insurance as part of back office operations. You will be responsible for preparing review reports from software and Excel for existing clients. Addressing client service queries in a timely manner and working on follow-ups with clients for onboarding and orientation are also key aspects of this role. Artharthi Services Pvt Ltd is a Holistic Wealth Management Company that prioritizes long-term wealth creation and the overall financial well-being of its clients. The company offers advice on various investment products, goal-based financial planning, and risk management.,

More Jobs at Artharthi Investments & Insurance

Title Operations Executive

pune, maharashtra

2.0 - 6.0 yrs

Salary: Not disclosed

Operations Executive

pune, maharashtra

2.0 - 6.0 yrs

Salary: Not disclosed

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Operations Executive