SAHAYAK ASSOCIATES
Chandigarh 19 Oct 2020 https://www.sahayakassociates.in/
Job Title
Backoffice Operations Executive
Job City
Chandigarh
Company Profile
Sahayak Associates is a Wealth Management firm that offers a complete range of solutions to help build, manage and preserve wealth for its clients by executing strategies that maximizes growth and optimizes risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interest and financial goals of our customer in mind. Sahayak Associates comprises a team of experienced Finance Professionals and is one of the fastest growing Wealth Management firm in the region handling more than 500 clients at present.
Job Profile & Responsibilities
• Provide direct assistance to customer relations’ representative and top management.
• Customer Query and complaint handling.
• Implementation of Client Financial Plans and rebalancing strategies.
• Client communication both written and verbal as needed.
• Maintaining records and preparing documentation.
• General office administration tasks, and more.
Prefered Qualifications
• Minimum College degree within a business field preferred
• Certification courses in the related field
Desired Candidate Profile
• Works well with other employees and is a team player with a positive attitude
• Must possess admirable customer service skills
• Proficiency to multi-task, follow-through and follow-up
• Professional phone etiquette
• Possess an upbeat, positive and enthusiastic attitude
• Data Entry and Computer Skills
• Expertise in Microsoft Office products especially Microsoft Excel
Additional Details
• Have access to a laptop, personal conveyance and smartphone for work purposes
Salary Range
From 15000 - To 20000
How to Apply
info@sahayakassociates.in