Job Description

Senior executive wealth management

Job Title: Service Executive- Wealth Management

Location: Kurla

Experience: 1 to 3Yrs

Qualification: Any Graduate

About the job: We are seeking a highly organized and efficient Service Executive to provide exceptional support to our organization. Under the guidance of a supervisor, you will handle front-office and back-office functions, ensuring smooth operations and client satisfaction.

Responsibilities:

1. Data Management and Operations Support

2. Client Servicing and Portfolio Review

3. Seminar, Webinar, and Informal Activities Coordination

4. Work related follow-ups and support

Key Skills:

1. Patience and empathy

2. Strong communication

3. Technical/product knowledge

4. Time management

Eligibility Criteria:

1. Graduation or equivalent qualification; additional certifications or degrees are a plus

2. Experience in operations or back office or support roles, showcasing strong organizational abilities

3. Excellent written and verbal communication skills for client engagement

4. Proficiency in MS Office and database management systems

5. Strong attention to detail and accuracy in data entry and documentation

6. Ability to work independently and collaboratively in a team environment

7. Adaptability and multitasking skills

8. Experience 1-2 years

Job Types: Full-time, Permanent

Pay: ₹180,000.00 – ₹360,000.00 per year

Benefits:

Health insurance
Provident Fund
Schedule:

Day shift
Work Location: In person