Back Office Assistant
Mumbai, Maharashtra, India · Full Time
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- Experience
- Any
- Salary
- INR 20,000 – INR 38,000 / month
- Openings
- 1
- Posted
- 4 weeks ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
Role Overview
This position focuses on managing client relationships, addressing their inquiries efficiently, and facilitating various financial transactions through digital platforms. The role includes responsibilities such as sharing mobile links for purchases and redemptions, notifying clients about new financial schemes, and assisting with essential documentation and processes like form filling and KYC compliance.
Key Duties and Responsibilities
- Manage client interactions and promptly respond to their queries.
- Send mobile links to clients to facilitate purchase and redemption activities.
- Keep clients informed about new financial schemes and product offerings.
- Assist clients with form completion and handle KYC procedures diligently.
- Operate and navigate the NSE portal effectively.
- Provide information on additional financial products including Fixed Deposits and Protection plans.
- Receive on-the-job training to enhance role proficiency.
Preferred Experience
Experience working with Independent Financial Advisors (IFA) will be considered an advantage in this role.