Service Executive (Client Operations) - Bewealthwise Finanicals

What you'll do -

• Handle front-office operations for an assigned set of clients:be their first point of contact over phone, WhatsApp, email and in person, answer their queries, and schedule meetings and reviews with the advisor. 
• Handle back-office operations for the same set of clients:process mutual fund and SIF transactions (investments, redemptions, SIPs, switches), KYC and nominee or bank updates, and insurance policy servicing such as renewals and documentation.
• Keep client records accurate and confidential, track every request until it's closed, and coordinate with fund houses, registrars and insurers when needed. 

Who we're looking for -

Someone who has worked in any client-facing role. Candidates from operations roles or executive secretary roles are also welcome, as long as they communicate clearly.

Skills that will set you apart-

• Clear, polite communication with clients, especially when following up for documents or giving an update they weren't expecting
• Attention to detail in paperwork and records, since you handle both the client conversation and the back-office work
• Ownership of every request until the client confirms it is closed
• Comfort learning new online tools and platforms quickly

How we'll grow you -

• On-the-job training in wealth operations: KYC, transactions and servicing processes
• Support to prepare for NISM certifications
• Mentoring from the team as you take on more responsibility