Customer Support And Back Office Operations Assistant Fresher Job

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Customer Support And Back Office Operations Assistant

Jignesh Shah

Mumbai

Start date
Starts Immediately
CTC (ANNUAL)
₹ 2,00,000 - 2,20,000 ₹ 2,00,000 - 2,20,000 /year
Experience
0-2 years
0-2 years experience
Apply By
10 Dec' 22
Posted 3 weeks ago
Fresher Job

About the job

Key responsibilities:

1. Working on onboarding clients with help of a standardized process
2. Making a plan of action based on internal recommendations
3. Executing clients' transactions on varied platforms
4. Monitoring clients' portfolios on various reporting platforms and working on the portfolio review based on the internal 9-point review process
5. Working on the analysis of performance with the benchmark from the in-house product appraisal system
6. Working on the procedure of on-boarding of clients and empanelment of various service providers
7. Working on the reconciliation and up-to-date maintenance of the client's reporting system

Skill(s) required

Canva Investing MS-Excel
Salary

Annual CTC: ₹ 2,00,000 - 2,20,000 /year

Annual CTC breakup:

1. Fixed component: 80%

2. Variable component: 20%

Number of openings

2

About Jignesh Shah

We, Capital Advisors, are an investment advisory firm, run by Mr. Jignesh Shah, who is SEBI registered investment advisor. He has been in the capital market since 1994 and is qualified as CA (chartered accountant - 5th rank all over India), CFA (chartered financial analyst) and CTEP (chartered trust & estate planner).
Activity on Internshala
Hiring since November 2022
7 opportunities posted
3 candidates hired
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