Sahayak Associates

Chandigarh 24 Aug 2020

Job Title

Backoffice Operations Executive

Job City


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