Operation Executive

Vismay Finserve

Alkapuri, Vadodara

₹14,000 - ₹17,000 monthly

Fixed

14000 - ₹17000

Earning Potential

17,000

Work from Office

Full Time

Min. 1 year

Good (Intermediate / Advanced) English

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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