Service Executive Wealth Management

💰 ₹18,000 - ₹28,800 (Est.) 📍 Mumbai 🏠 Remote / WFH

Job Description

Job Description:

We are seeking a highly organized and efficient Service Executive to provide exceptional

support to our organization. Under the guidance of a supervisor, you will handle front-office and

back-office functions, ensuring smooth operations and client satisfaction.

Responsibilities:

1. Data Management and Operations Support

2. Client Servicing and Portfolio Review

3. Seminar, Webinar, and Informal Activities Coordination

4. Work related follow-ups and support

Key Skills:

1. Patience and empathy

2. Strong communication

3. Technical/product knowledge

4. Time management

Eligibility Criteria:

1. Graduation or equivalent qualification; additional certifications or degrees are a plus

2. Experience in operations or back office or support roles, showcasing strong

organizational abilities

3. Excellent written and verbal communication skills for client engagement

4. Proficiency in MS Office and database management systems

5. Strong attention to detail and accuracy in data entry and documentation

6. Ability to work independently and collaboratively in a team environment

7. Adaptability and multitasking skills

8. Experience 1-2 years

Growth Prospects:

As a Service Executive, you will have opportunities for growth within our organization, including:

1. Senior Service Executive

2. Relationship Manager

💡 Quick Summary

Seeking a career-building opportunity? The Service Executive Wealth Management position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.

Sponsored

Job Details

Company Name: Bimawala Group

Frequently Asked Questions

Click the Apply Now button on this page, login or register for free on CallCenterJob.co.in, fill in your name, mobile number, city, and experience, then submit your application. The recruiter will contact you directly.
The expected salary for Service Executive Wealth Management in Mumbai is ₹18,000 - ₹28,800 (Est.) per month. Actual compensation may vary based on experience and negotiation.
Yes, Service Executive Wealth Management is a remote / work from home position. You can apply from anywhere in India.
Basic communication skills, a proactive attitude, and the ability to work in a team are required for Service Executive Wealth Management. Previous experience in Bank Jobs is a plus. Freshers may also apply depending on the employer's requirements.
Yes, CallCenterJob.co.in is completely free for job seekers. Never pay money to apply for any job. If anyone asks for payment to process your application, report it immediately using the "Report this Job" button.

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