Job Summary
We are looking for motivated and eager-to-learn CRM/Operations Executives to join our team. This is an excellent opportunity for fresh commerce graduates to start a career in the financial services industry. Full training will be provided.
What You Will Do
- Assist in processing mutual fund transactions and maintaining related documentation
- Update and manage client records, KYC files, and onboarding data
- Coordinate with AMCs, RTAs, and depositories for day-to-day operations
- Handle client service requests and respond to basic operational queries
- Ensure all tasks meet regulatory and compliance standards
- Support the sales and relationship management team with back-office activities
Who Can Apply
- Fresh graduates in B.Com, BBA, M.Com, MBA (Finance) or any commerce-related stream
- Basic knowledge of MS Excel and computers
- Good communication skills in Hindi and/or English
- Willingness to learn and grow in the financial services industry
- Candidates with NISM certification will be given preference (not mandatory)
- Candidates from Ludhiana or nearby areas preferred
What We Offer
- Complete in-house training.
- Salary as per industry standards with performance-based incentives
- Opportunity to build a long-term career in wealth management
- Certification and professional development support
- Friendly and supportive work environment
- Fixed working hours with no field work required
How to Apply
Send your resume to us via any of the following:
Call / WhatsApp: +91 62394 75251 Email: [email protected]
Job Types: Full-time, Permanent
Pay: ₹12,000.00 - ₹25,000.00 per month
Benefits:
- Cell phone reimbursement
- Flexible schedule
- Paid sick time
- Provident Fund
Work Location: In person
