Title 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
As a Back Office Operations professional at Artharthi Services Pvt Ltd, your primary responsibility will be to execute and monitor client transactions in Mutual Funds, Bonds, and Insurance. You will be tasked with preparing review reports using software and Excel for Existing Clients. Additionally, you will need to demonstrate a strong understanding of client service queries and ensure timely responses to address them. Your role will also involve proactive follow-ups with clients for onboarding and orientation purposes. Artharthi Services Pvt Ltd is a Holistic Wealth Management Company dedicated to long-term wealth creation and the overall financial well-being of its clients. We specialize in advising on various investment products, goal-based financial planning, and risk management strategies.,