Operations Executive
- LM FINANCIALS
Job Type : Permanent
- India /New Delhi, Delhi
Number Of Applications : 403
Job Posted On : 27/10/2022
Job Posted On : 27/10/2022
Onsite
Yes
Remote Work
No
Experience Required
0 - 2 yrs
Start Date
Oct 31, 2022
Number of Positions:
2
Visa Sponsorship
No
Spoken Languages
English,Hindi
Job Post Currency
Annual
₹144,000 - ₹180,000
REQUIRED SKILLS
PERMANENT
Annual Salary: ₹144,000 - ₹180,000
Job Description
The role requires the individual to work closely with operations team in order to implement solutions that address the client needs.
The role focuses on proactive support and research activities that in turn promote overall client satisfaction.
Key tasks include but are not limited to:
- Collection, compilation and completion of all the Documents required to open investment accounts of clients for investment in various financial products
- KYC Completion of Clients
- Client Data Gathering and Completion of Risk Profiling.
- Provide solutions and insight support to client’s requirements including working with our software.
- Deliver portfolio reviews of Client’s Investments.
Sectors
- Accounting & Finance
- Banking
Shifts
- General Shift
About Company
LM Financials is team of professionals having expertise in delivering solutions in various financial related products and fulfil the needs. We aim to create wealth and provide financial protection of each and every customer associated with us. LM Financials can help to acquire future skills • Improve effectiveness of career and succession decisions • Provide you more opportunities to learn and earn • Drive upskilling and reskilling at scale for large private corporations as well as governments