Wealth Whispers jobs - Customer Service / Back Office Manager

Education :

- Graduates preferred. But should be minimum 12th passed to be able to apply.

Previous Work Experience :

- 0 to 5 years

Skills required :

- Basic computer proficiency

- Basic MS Office (Excel, Word, PowerPoint)

- Communication and language: English (oral and written) and Hindi (oral). Well spoken.

- Good at maths and numbers

- (optional) Prior experience in admin and back office roles

- (optional) Very basic accounting knowledge

- (optional) Wordpress

- (optional) Photoshop

Job Description:

- The primary role will be to process investments for clients, consolidate investment reports as requested (MS Excel and other Softwares), and co-ordinate with various parties while doing so.

- Candidate will have an opportunity to build skills and knowledge in the field of investments management if he/she chooses to look at a career in this field.

Key Roles and Responsibilities:

- Electronic and physical Form filling

- Operate back office softwares (training will be provided)

- Back office communication and co-ordination (telephonic and email communication)

- Client servicing (Back office), preparing and sending reports, calculating investment returns (training will be provided)

- Client communication

- Prepare basic excel sheets and word documents

- Data and order entry to execute transactions

Job Type : Full-time

Salary : ₹15,000 to ₹40,000 /month, depending on experience and proficiency