Operation Manager V-Financial Services

  • company name V-Financial Services
  • working location Office Location
  • job type Full Time

Experience: 2 - 2 years required

Pay:

Salary Information not included

Type: Full Time

Location: Maharashtra

Skills: mf, Life insurance, General Insurance, Fixed Income, MIS, Client coordination, Query Resolution, Ticketing Systems, financial asset class, BSE Star Platform, investment execution, Daily Transaction Reports

About V-Financial Services

Job Description

You should be well versed with detailed back-end operation processes related to MF, Life and General Insurance, and Fixed income. Your knowledge should cover all process related to different financial asset classes. It will be your responsibility to create and update product process flow charts to ensure seamless and error-free processes. Experience in handling various portals for investment execution in different financial companies, including BSE Star Platform for MF transactions, is required. Your daily tasks will involve online/offline execution of MF, Insurance, General Insurance, and Fixed income products such as purchase, redemption, switch, renewal, claim settlement, and quote generation. Additionally, you will be expected to prepare and maintain daily transaction reports and MIS, coordinate with various companies for transaction and client-related issues, and resolve queries from processing houses. Multitasking and high-speed error-free transactions are essential, along with efficient coordination with clients for transaction and query resolution related issues. You must have 2-4 years of experience in wealth advisory, financial portfolio companies, or financial advisory firms handling backend operations. A Graduation/MBA/BBA degree with at least 65% marks is required, along with certifications in various asset classes. Other essential skills include being humble and soft-spoken, having excellent command over verbal and written English communication, expertise in Excel and PowerPoint, high customer orientation, willingness to stretch as per workload, experience in handling ticketing systems, and strong ownership towards work and assigned tasks. The salary package will be as per company standards. This position is only open to female candidates from in and around Navi-Mumbai.,