Financial Planning Operations Executive
Financial Planning Operations Executive
Posted on :
20-12-2024
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1 Vacancy
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Job Description
Who are We:
The 1% Club is helping people achieve Financial Independence with a community of over 50000 lifetime members. It is cofounded by Sharan Hegde (aka Finance with Sharan) and Raghav Gupta (cofounder and CEO at Futurense Technology).
The 1% Club aims to transform the education space for money management and personal finance. The larger goal being to ensure that The 1% Club members reach the top 1% of India and achieve Financial Independence.
Role Overview:
We are looking for a detailoriented and proactive Operations Executive to join our Personal CFO team. The ideal candidate will handle the execution and followup of financial transactions while ensuring seamless client service. This is a great opportunity for individuals who are passionate about financial operations and looking to grow in the wealth management space.
Responsibilities:
1. Execute mutual fund transactions on the BSE Star MF platform with precision and efficiency.
- Upload and manage stock portfolios on the IFAnow platform.
- Coordinate with clients to ensure timely execution of transactions and address any related queries.
Qualification:
- Excellent communication skills both written and verbal to interact effectively with clients and team members.
- Prior experience in operations is a plus; however freshers with the right attitude are welcome to apply.
- A strong eye for detail and the ability to manage multiple tasks simultaneously.
Life at The 1% Club:
Founded by Sharan Hegde (linkedin.com/in/sharanhegde95) and Raghav Gupta (linkedin.com/in/raghavgupta01) company culture is centred around creativity innovation and teamwork and we value our employees as much as we value our audience. We provide a fun and inclusive work environment with opportunities for growth and development.
And if thats not enough we also offer a competitive salary and a chance to work on exciting projects that challenge you to think outside the box and push the boundaries of whats possible. So if youre a social media savvy personal finance enthusiast looking for a cool place to work join our team and be part of our mission to educate and empower India to take control of their finances. Dont miss out on the opportunity to be a part of a talented and dedicated team working towards a common goal.
Apply now to join our team!
financial transactions,financial modeling,client service,data analysis,communication,mutual funds,project management,operations management,communication skills,attention to detail,analytical skills,team collaboration
Employment Type
Full Time
Key Skills
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