Right Value Wealth Advisory Services Pvt Ltd

Navi Mumbai-Seawoods 19 Jan 2022 www.valuewealthadvisor.com/

Job Title

Operations Executive

Job City

Navi Mumbai-Seawoods

Company Profile

Right Value Wealth Advisory Services – “Creating Wealth through Wisdom” has been in the field of Goal-Based Planning and Wealth Management for the last 18 years and hence brings with it a rich and diverse experience and knowledge that suits our client’s requirements. We provide tailor-made professional advice and dedicated client service with financial solutions to meet your specific needs. We strongly believe that there is no substitute for a personal touch in personal finance matters. It was established in 2004 by Mr. Vinay Singh and has completed 18 years.

Job Profile & Responsibilities

  • Handling documentation for investment products like mutual funds, PMS, Insurance and other financial products, and compliance and KYC
  • Management and upkeep of client servicing data and Software
  • Daily handling of back-end operations
  • Tracking – Track the following on a periodic basis:
    a. Regular Operations work tracking – Ex: Account opening, Fresh Investments, etc.
    b. Pending approvals of the investment transactions / Failed Transactions etc.
    c. Pending Advisory Fees from the customers.
    d. Invoicing from various vendors.
  • Handholding clients on usage of various platforms for the implementation of advice
  • Co-ordinating with Mutual Fund Companies and resolving client queries

Prefered Qualifications

B.Com/M.Com/Graduate in Commerce

Desired Candidate Profile

  • B.Com/Graduate in Commerce
  • Good written & oral Communication Skills
  • Good working knowledge of Excel, Word, and PPT

Additional Details

Send CV on valuevinay@gmail.com/vinaysingh_2000@yahoo.com or contact us on 8828000298/9820597879

Salary Range

In Line with Industry standards

How to Apply