V-Financial Services

Operations Executive

V-Financial Services
Vashi, Navi Mumbai
₹15,000 - ₹22,000 monthly

Fixed

₹15,000 - ₹22,000

Earning Potential

₹22,000

Work from OfficeWork from Office
Full TimeFull Time
Min. 2 yearsMin. 2 years
Good (Intermediate / Advanced) EnglishGood (Intermediate / Advanced) English

Job highlights

6 applicants

6 applicants

Benefits include: Mobile Allowance, 5 working days

Benefits include: Mobile Allowance, 5 working days

Job Description

Key Responsibilities Include :


  • Initiating and tracking daily investment transaction in various ports of MF, Insurance, Corporate Deposits, AIFs, Health insurance etc
  • Well versed with BSE star and MF utility Platform for transaction
  • Must have worked in multiple asset wealth management firm in backend options for minimum one year
  • Handling Clients query and zero error execution
  • Renewal reminder and tracking for all investment products
  • Updating all the transaction related to investment and stocks in internal software
  • Managing digital marketing campaign and optimising the reach
  • Preparing XL sheet and Presentation for clients
  • Coordinating the task and ensuring closure of the task well within the TAT
  • Assisting the HR and operations head on day to day work


Qualification :


  • BMS
  • Graduation from Insurance and Banking

Skills :


  • Strong in interpersonal and communication skills. With strong writing ability
  • Must be able to push the system and co ordinate with experiences team members for task closure
  • Strong in XL and ppt
  • Quick learner
  • Extrovert personality
  • Basic understanding of all investment instrument available in India

Job role

Work location
Work location406,Thacker Tower, Sector 17, Vashi, Navi Mumbai, Maharashtra, India Vashi, Navi Mumbai
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryTrading, Asset & Wealth Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 2 years
Education
EducationGraduate
Skills
SkillsCustomer relationship management, Social media strategy, Mutual funds, Verbal communication, Mutual Fund Operations, Policy Renewal Assistance, Wealth Management Services, Retirement Plans, ULIP
English level
English levelGood (Intermediate / Advanced) English
Gender
GenderFemale

About company

Name
NameV-Financial Services
Address
Address406,Thacker Tower, Sector 17, Vashi, Navi Mumbai, Maharashtra, India Vashi, Navi Mumbai
Job posted by V-Financial Services

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You can expect a minimum salary of 15,000 INR and can go up to 22,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly.

The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.

Only Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Mumbai at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is 6 Oct 2026. For more details, download apna app and find Full Time jobs in Mumbai . Through apna, you can find jobs in 64 cities across India. Join NOW!