35 Job openings found

Understand Clients’ Investments needs Managing Mutual Funds transaction processing for clients Updating of CRM and various other systems Creating MIS, Reports, end of day reports Relationship management with fund house RMs Prepare Financial plans for clients and presenting them Meeting Targets and Client Retention goals. Answer clients’ questions, address concerns and resolve them as per SLAs Regularly review ...

Job Description:- Handling Telephone incoming and outgoing calls Welcome Visitors by greeting them Maintains safe and clean reception area by complying with procedures, rules, and regulations Deal with all enquiries in a professional and courteous manner, in person, on the telephone or via e-mail Making an entry of incoming courier and parcels and distribute to ...

The company is a PF consultancy/ The major work is related to excel so the candidate should have knowledge on excel . The candidate should be comfortable using computers and internet. The candidate should have complete knowledge of microsoft office . He should be open to learn any new skill required to do the ...

  Job Secriptions : Process sales orders ERP Software (LINNWORKS). Troubleshoot and resolve hardware, software, and network issues promptly and effectively. Perform regular maintenance tasks such as system updates, software installations, and hardware upgrades to ensure optimal performance and security of IT systems. Enter requisitions and manage data within ERP System. Ensure that information is ...

  The candidate will have to : Receiving /Uploading Proposal Forms Information data entry Insurance Quote Creations Proposal Generation Issuing Insurance Policies Booking the Premium in MIS Claim Payment Disbursement Reverse adjustment  Should have good practice on Excel and using computers  Candidate should have good communication skills in Hindi , English & Gujarati