Operations Executive
Bangalore – 20/09/2024
Job Title
Operations Executive
Job Location – Bangalore
About Finowise Freedom LLP
At Finowise Freedom LLP, we pride ourselves on fostering a collaborative and inclusive work environment where all team members are empowered to excel.
Job Description
Job Profile:
1. Collection of all the Documents, Cheques, Photos with to open investment accounts for Mutual Funds, Equity Broking and For Life, Health and Accidental Insurance
2. KYC Completion of Clients,
3. Client Data Gathering and Completion of Risk Profiling.
4. Completion of the Mutual Fund Account and Equity Broking Account Opening Forms, Insurance Proposal Forms
5. Submission of Forms to Cams, Karvy, Respective AMCs, and Insurance Companies
6. Scanning of Documents and Uploading to the CRM Drive of Respective Clients and other Web Portals
7. Be able to carry on transaction online through Various different platforms etc through the BSE Star MF & NSE
8. Should be able to work and update the Data on Red vision/ Invest well Software etc
9. Checking if the feed is Updated and Data Reconciliation and Data Management.
10. Check the Clients Investments and Check whether Clients’ portfolios are matching with their Financial Goals, If there is major deviation then immediately bring that to the notice of the senior.
11. To be able to crosscheck that the investment, redemption, purchase has been effectively done and communicate to client.
12. Be able to do portfolio review of the Investments of the Client.
13. Be able to generate various kinds of reports and to send to the client regularly.
14. Filing of Copies of the Documents to Respective Client Files
15. FIND THE NEW OPPORTUNITIES FOR THE NEW BUSINESS
Preferred Qualifications:
Graduate – B Com, BFM, BBM, BFA, BFI, BBI, BMS
Required Knowledge:
➢ Computer Knowledge – Word, Excel, Power Point,
➢ Financial Markets Knowledge and
➢ Insurance and investment Products Knowledge
➢ Tax Knowledge etc.
➢ Basics of Economics’
Knowledge Required Skills:
➢ Fluency in English & Hindi Speaking, Reading and Writing
➢ Persuasion skills
➢ Rapport building skills
➢ Telephone etiquette
➢ Listening skills
➢ Questioning skills
➢ Social Media Marketing Skills
➢ Emailing Skills
Special Traits, Qualities and Motives:
• Good Communications Skills
• Self-Discipline
• Punctuality
• Growing Mindset
• Open for Feed back
Preferred AGE : between 25 to 29 Years
Gender : Male or Female
Remunerations: As per the Industry Standards
Experience: 3 to 5 years
1. Collection of all the Documents, Cheques, Photos with to open investment accounts for Mutual Funds, Equity Broking and For Life, Health and Accidental Insurance
2. KYC Completion of Clients,
3. Client Data Gathering and Completion of Risk Profiling.
4. Completion of the Mutual Fund Account and Equity Broking Account Opening Forms, Insurance Proposal Forms
5. Submission of Forms to Cams, Karvy, Respective AMCs, and Insurance Companies
6. Scanning of Documents and Uploading to the CRM Drive of Respective Clients and other Web Portals
7. Be able to carry on transaction online through Various different platforms etc through the BSE Star MF & NSE
8. Should be able to work and update the Data on Red vision/ Invest well Software etc
9. Checking if the feed is Updated and Data Reconciliation and Data Management.
10. Check the Clients Investments and Check whether Clients’ portfolios are matching with their Financial Goals, If there is major deviation then immediately bring that to the notice of the senior.
11. To be able to crosscheck that the investment, redemption, purchase has been effectively done and communicate to client.
12. Be able to do portfolio review of the Investments of the Client.
13. Be able to generate various kinds of reports and to send to the client regularly.
14. Filing of Copies of the Documents to Respective Client Files
15. FIND THE NEW OPPORTUNITIES FOR THE NEW BUSINESS
Preferred Qualifications:
Graduate – B Com, BFM, BBM, BFA, BFI, BBI, BMS
Required Knowledge:
➢ Computer Knowledge – Word, Excel, Power Point,
➢ Financial Markets Knowledge and
➢ Insurance and investment Products Knowledge
➢ Tax Knowledge etc.
➢ Basics of Economics’
Knowledge Required Skills:
➢ Fluency in English & Hindi Speaking, Reading and Writing
➢ Persuasion skills
➢ Rapport building skills
➢ Telephone etiquette
➢ Listening skills
➢ Questioning skills
➢ Social Media Marketing Skills
➢ Emailing Skills
Special Traits, Qualities and Motives:
• Good Communications Skills
• Self-Discipline
• Punctuality
• Growing Mindset
• Open for Feed back
Preferred AGE : between 25 to 29 Years
Gender : Male or Female
Remunerations: As per the Industry Standards
Experience: 3 to 5 years
Salary
As per Industry Norms
