Padra Gujarat Chartered accountant Jobs – 68 Open Jobs Today

Operations & Client Support Executive (Financial Services)
Choksy Investments —Vadodara, Gujarat
- ₹7,000 - ₹20,000 a month
- Full-time
- Walk-in
- Master's degree
- Bachelor's degree
- Computer skills
Quick apply
11d
Article Assistant
SOM KANSAL & ASSOCIATES —Karjan, Vadodara, Gujarat
- ₹5,000 - ₹8,000 a month
- Full-time
- Analysis skills
- Accounting
- In-person
Quick apply
LLC Revenue
Saaki Argus & Averil Consulting —Vadodara, Gujarat
Quick apply

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Operations & Client Support Executive (Financial Services)

Choksy Investments
Vadodara, Gujarat

Quick apply

Job details

Permanent | Full-time
₹7,000 - ₹20,000 a month
11 days ago

Qualifications

B.Com
Master's degree
M.Com
Bachelor's degree
BBA
Computer skills
Business Administration
Communication skills

Full job description

Job Title: Operations & Client Support Executive (Financial Services)

We are a Financial Services firm dealing in Insurance, Mutual Funds, and other financial products.

We are looking for a detail-oriented and responsible individual to manage day-to-day office operations and client servicing activities. The role also provides exposure to client interaction and business development as an added opportunity.

Key Responsibilities

Primary Role – Operations & Office Management

Handle client onboarding processes including KYC, account creation, and documentation
Maintain and update client records and transaction data in software systems
Execute financial transactions (online/offline) and ensure proper documentation
Manage physical paperwork, filing, and record-keeping
Coordinate with Insurance companies, Mutual Fund houses, banks, and other institutions
Visit offices for submission and collection of documents when required
Perform general banking and administrative tasks
Administer day-to-day office operations
Maintain accounting records for firm’s transactions

Secondary Role – Client Interaction & Business Support

Assist in client communication, follow-ups, and service requests
Share product information (Mutual Funds & Insurance) with prospective or existing clients
Support basic lead generation and relationship-building activities

Candidate Profile

Graduate (preferably in Commerce or Management – B.Com, M.Com, BBA)
6 months to 1 year of relevant experience preferred (Mutual Fund Distributor, Insurance, Stock Broker, CA firm, Bank, etc.)
Freshers with willingness to learn are welcome
Good communication, basic computer knowledge, and organizational skills required

Job Details

Job Type: Full-Time / Part-Time / Fresher / Walk-In
Salary: ₹7,000 – ₹20,000 per month (based on skills and experience)
Schedule: Day / General Shift

Interested candidates may reach out at: [email protected]

Pay: ₹7,000.00 - ₹20,000.00 per month

Work Location: In person

Quick apply

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chartered accountant jobs in padra gujarat

Operations & Client Support Executive (Financial Services)

Article Assistant

LLC Revenue

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