Operations Executive Artharthi Investments & Insurance
Artharthi Investments & Insurance
Office Location
Full Time
Experience: 2 - 2 years required
Pay:
Salary Information not included
Type: Full Time
Location: Maharashtra
Skills: back office operations, Mutual funds, Bonds, Insurance, Excel, Client Service, Financial planning, Risk management
About Artharthi Investments & Insurance
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.,