ROLE OVERVIEW
This is a generalist role at a small, founder-led financial services firm, ideal for someone who wants broad exposure across finance, operations, and business growth rather than a narrow, siloed job. The executive will work directly with the founder and support day-to-day running of client relationships, back-office processes, and outreach efforts.
KEY RESPONSIBILITIES
Client Servicing
● Assist with client onboarding, KYC, and documentation for mutual funds/insurance
● Support portfolio review preparation and follow-ups with existing clients
● Handle client queries via calls/WhatsApp under founder's guidance
Operations
● Maintain client records, transaction tracking, and compliance documentation
● Coordinate with AMCs/insurers for servicing requests
● Support in maintaining trackers (Excel-based) for leads, renewals, and follow-ups
Business Development & Marketing Support
● Assist with lead follow-up and nurturing (WhatsApp-based outreach)
● Support content/social media efforts (LinkedIn, Instagram) as needed
● Participate in local investor awareness initiatives and events
● Support new client acquisition and referral generation efforts
CANDIDATE REQUIREMENTS
● Graduate/MBA (Finance, Commerce, or related field); freshers welcome
● Interest in financial services; mutual funds/insurance knowledge a plus, not mandatory
● Comfortable with MS Excel and basic office tools
● Good communication in Marathi, Hindi, and English
● Self-starter, comfortable in a small-team, multi-tasking environment
● Based in or willing to relocate to Nashik, Maharashtra
Pay: ₹15,000.00 - ₹30,000.00 per month
Benefits:
- Paid sick time
- Paid time off
Work Location: In person
