Operation Executive V-Financial Services

About V-Financial Services

Job Description

The candidate should be well versed with detailed backend operation processes related to MF, Life and General Insurance, and Fixed income. They must possess in-depth knowledge of all processes related to different financial asset classes. The candidate is responsible for creating and updating product process flow charts to ensure seamless and error-free processes. Experience in handling different portals related to investment execution of various financial companies is required, including expertise in handling the BSE Star Platform for MF transactions. Daily online/offline execution of MF, Insurance, General Insurance, and Fixed income products such as purchase, redemption, switch, renewal, claim settlement, and quote generation is part of the responsibilities. The candidate should prepare and maintain daily transaction reports and MIS, as well as coordinate with various companies and processing houses to resolve transaction-related issues and client queries. Multitasking and high-speed error-free transactions are expected, along with coordinating with clients for transaction-related and query resolution issues. The ideal candidate should have 0-2 years of experience in wealth advisory, financial portfolio companies, or any financial advisory firms handling backend operations. A Graduation/MBA/BBA qualification with at least 65% marks along with certifications in various asset classes is required. Skills such as being humble and soft-spoken, having excellent command over verbal and written English communication, expertise in EXCEL and PPT, high customer orientation, willingness to stretch as per workload, and a strong sense of ownership towards work and assigned tasks are essential. The salary offered will be as per company standards. Only female candidates from in and around Navi-Mumbai are eligible to apply.,