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Operations Executive

  • LM FINANCIALS
  • Job Type : Permanent

  • room 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

Finance
Financial Planning
Back Office Operations
Back Office Work
Documentation
Data Entry
Computer Skills
MS excel
MS Word
Ms PowerPoint
Investments
Insurance Operations
KYC
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

2022-10-27
2022-11-30T18:30
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INR

Contact us below to hear about our global solutions

marketing@techfynder.com

India : +91 9030744477

Ireland: +353 19685077

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marketing@techfynder.com
Download on Google PlayDownload on the App Store
    SUPPORT
  • FAQ
  • Terms & Conditions
  • Contact Us
British Council Certified Counsellor
    OUR COMPANY
  • Meet the Team
  • Our Blogs
    OUR SERVICES
  • Jobfynder
  • Talentfynder
  • Studyfynder
  • Skillfynder
  • Internshipfynder
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  • Jobs in India
  • Jobs in Ireland
  • Jobs in Germany
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