Job Description
Responsibilities of candidates includes:
manage filing documentation
other office work related to the business
Knowledge of computer, good typing speed
Onboarding of newly acquired clients.
To activate the clients by using our various platforms.
Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
Propose investment options based on customer needs by assessing their risk appetite.
Support the client decision making with use of technology...
manage filing documentation
other office work related to the business
Knowledge of computer, good typing speed
Onboarding of newly acquired clients.
To activate the clients by using our various platforms.
Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
Propose investment options based on customer needs by assessing their risk appetite.
Support the client decision making with use of technology...
💡 Quick Summary
Seeking a career-building opportunity? The Back Office Executive in position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
