Operation Executive
Vismay Finserve
Operation Executive
Vismay Finserve
Alkapuri, Vadodara
₹14,000 - ₹17,000 monthly
Fixed
₹14000 - ₹17000
Earning Potential
₹17,000
Job Details
Interview Details
Job highlights
27 applicants
Job Description
Vismay Finserve is seeking a highly motivated and detail-oriented Operations Manager to join our team. The ideal candidate will play a critical role in ensuring seamless day-to-day operations, contributing to the efficient management of investment-related processes.
Key Responsibilities:
- Portfolio Updation: Regularly update client portfolios with precision and accuracy.
- Transaction Posting: Record and reconcile financial transactions to maintain accurate records.
- Presentation Drafting: Prepare well-structured, data-driven presentations for internal and client-facing purposes.
- Documentation Management: Organize, maintain, and process all necessary documentation with an eye for detail.
- Collaborate with team members to improve operational efficiency and client satisfaction.
Requirements:
- A keen interest in the field of investments and financial services.
- Strong sense of sincerity, responsibility, and accountability.
- Exceptional attention to detail and organizational skills.
- Ability to manage multiple tasks effectively and meet deadlines.
- Proficiency in MS Office, especially Excel and PowerPoint.
Job role
Work location
Vismay Finserve, Prestige Building, Race Course, Next to Axis Bank, Vadodara Alkapuri, Vadodara
Department
Banking / Insurance / Financial Services
Role / Category
Trading, Asset & Wealth Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 1 year
Education
Graduate
Skills
MS Word, MS PowerPoint, Advanced MS Excel, Life insurance, Mutual funds, Investment portfolio, Social marketing, Mutual Fund Operations, ULIP
English level
Good (Intermediate / Advanced) English
Gender
Any gender
About company
Name
Vismay Finserve
Address
Vismay Finserve, Prestige Building, Race Course, Next to Axis Bank, Vadodara Alkapuri, Vadodara
Job posted by Vismay Finserve
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