Bakerstreet Fintech Private Limited jobs - Customer Operations - Mutual Fund

Customer Operations - Mutual Fund

Bakerstreet Fintech Private Limited
experience Fresher
salary Salary not disclosed
Posted: 2 Years ago
Applications:
Openings: 2

Job Description

 
Selected intern's day-to-day responsibilities include:

1. Execute transactions and manage reporting for 50+ financial products including mutual funds, PMS, etc. to make sure the client has full visibility over his or her portfolio
2. Get hands-on experience with CRM & transaction software
3. Resolve and cater to client queries with any requests they may have including portfolio holding reports, capital gain reports, etc.
4. Coordinate with fund partners to ensure the smooth execution of transactions
5. Implement and manage changes to ensure portfolio goals are achieved
6. Interact with clients to make communication easy and transparent regarding investment issues and decisions on services
7. Work closely with the customer success team to ensure all client requests and actions are executed as per agreed timelines
8. Handle client success tasks with a client-first attitude
Skill(s) required
  • Accounting
  • English Proficiency (Spoken)
  • English Proficiency (Written)
  • Google Suite (G Suite)
  • MS-Excel
  • MS-Office
  •  
    Who can apply

    Only those candidates can apply who:

    1. are available for full time (in-office) internship 

    2. are from or open to relocate to Pune and neighboring cities

    3. have relevant skills and interests

    * Women wanting to start/restart their career can also apply.

    Perks
  • Certificate
  • 5 days a week
  • Job offer
  • Number of openings
    2

    Certificate: Will be provided at the end of the Internship
     

    Job Particulars

    Role  BPO / Customer care
    Who can apply Freshers
    Hiring Process Face to Face Interview
    Employment Type Internship / Projects
    Job Id 1183518
    State Maharashtra
    Country India

    About Company

    Bakerstreet Fintech Private Limited
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