Operations Executive

This job involves executing financial transactions. A few tasks that it includes are:

- Mutual Fund Transactions

- Insurance transactions

- Client Onboarding

- Follow-up and maintaining records.

- Posting on social media.

- Preparing reports and presentations.

- Other run time tasks.

Skills required

- Graduation in Commerce

- PowerPoint and Excel.

- Good communication skills, both written and oral.

Preferred Candidates

- The candidate currently lives in Bangalore.

- The candidate has prior experience in a wealth management firm.

- Basic knowledge about mutual funds, insurance, RD, FD, etc.

Interested candidates, send your resume to contact@happywise.in

Work location: V V Puram, near National College Metro Station

HappyWise Financial Services

contact@happywise.in

https://www.happywise.in

Role: Operations

Industry Type: Financial Services (Asset Management)

Department: Customer Success, Service & Operations

Employment Type: Full Time, Permanent

Role Category: Operations

Education

UG: Any Graduate