Job Description
for a considerable time. In Chandigarh alone, we enjoy the trust of over 1500 clients including
500 High Net Worth Individuals (HNI), Corporates, and salaried employees who have entrusted
to us total assets of over Rs. 100 Crores for wealth management functions.
The vision of the company is to provide independent, high-quality, and customized financial planning solutions. Our target is our client's financial well-being, which is a key driver of their overall well-being. In response to
rapidly evolving demand, we offer individual and corporate customers a range of financial
products and services in –
Equities
Mutual Funds
Life Insurance
General Insurance
Corporate Fixed Deposits
Asset Management
Investment Management
SME Loans
Home loans
Portfolio Management (PMS)
Alternate Investment FUND (AIF)
Job Requirements
Maintaining Client's Details
Correspondence by email or call with Companies and Client
Study Policies and Calculate correct Premiums
Prepare and Compare Quotations
Address Claims of Clients
Pro-actively participate in Insurance Training
Well-versed with MS Word, Excel, PowerPoint, Google Sheets, Google Calendar, Gmail
Required Candidate
Qualification B. Com or MBA
Experience Minimum 2 Years
Ready to work from an office in Sector + Chandigarh
Good with English Communication (Verbal and Written)
Interested candidate can share their resumes at [email protected]
or Can call on 788+104366
Job Types: Back Office
Salary: As per Industry Standards
💡 Quick Summary
Seeking a career-building opportunity? The Operations Executive position is now open for candidates interested in the Operations Executive Jobs sector. This role in Chandigarh 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 Operations Executive Jobs is a plus.
