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Operations Executive

Location: Bangalore / Chennai

Role: You will be a part of the Operations team and will report into the Branch Head. You will be responsible for

You will be responsible for

Processing applications forms for all transactions (scrutinizing, scanning, data entry, dispatching for processing) every day within deadlines
Handling customer queries (transaction status, account statements, etc)
Maintaining the databases and image repositories up to date
Carrying out customer satisfaction surveys and other customer contact activities
Reconciling all the transactions on a daily basis
Assisting sales executives on transaction queries


Skills: You are expected to possess and demonstrate
High levels of integrity, ethical & moral behaviour
Strong command over spoken & written English
Excellent communication skills, in person or on the phone
Excellent computer knowledge
Ability to work effectively in teams as well as independently
Ability to handle other operations and customer servicing responsibilities as and when required by the Company

Experience: Bachelors degree in any field

Qualifications: 1 - 2 years in back office activities


 
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If you have an interest in financial planning and investments, and would like a work environment that offers unparalleled responsibility and flexibility in an atmosphere of integrity and innovation, please get in touch with us. We would love to discuss with you how we can work together to create an organization we can be proud to call our own.