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Operations/Back Office Executive

MoneyWorks Financial Advisors
Experience : Freshers
Education : B.Com
Location : Mumbai(Andheri West )
Posted on 20 Feb 20
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Job DescriptionLast Date 20 Apr 20
Financial Planning and Mutual Fund distribution office
  • Operations include doing online purchase, switch, redemptions and other non-financial transactions
  • Back office support includes client communication, filing, administration etc
  • Giving insurance quotes for life and medical and completing online purchases for the same
  • Interacting with asset management and insurance relationship managers
  • Job Type : Full Time
    Interview Type : Face to Face Interview
    Company Description
    MoneyWorks Financial Advisors is a CERTIFIED FINANCIAL PLANNING firm and mutual fund distributor along with insurance advisory. We service 250 families and are in business from 2005 onwards. Am looking for a fresh graduate in the Versova or nearby area to grow with the firm and who is looking for long term opportunities for learning and growth.
    Apply now
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