Vacancy open for the post of Back Office positionBack

Job Description:

Dear Friends!

We are looking for female candidates who is interested for the back office position, we are having this position which is for Janakpuri location. Contact us asap.

Regards

HR Vista

Salary	:	12000 to 20000
Industry	:	Broking firm, stock market, financial market, banking and finance, mutual funds, loans and properties
Role/Position	:	Operation Executive
Keyskills	:	• Handling Customer Issues and providing a proper resolution on day to day basis. • Assist and support administrative staff in day to day operation. • Support Sales staff in handling and documenting customer accounts/information. • Data management refers to drafting & checking various documents required by the management. • On request of clients checking their portfolio or bank statements as per their need. • Reverting on e-mails and other important information related to Financial and Non Financial Transactions. • Cross-checking and Verifying KYC, Financial Transactions and forwarding to local CAMS for further Processing. • Quality checking of all the Financial and Non Financial Transactions, also for the communications sent to Investors (Mail or Letter). • Strong co-ordination between sales staff/Manager’s in helping their clients query. • Maintaining day to day database for their reference.

Desired Candidate Profile:

* Good Professional, written and verbal communication are most important skills.

* Should have good partnership skills & work with others as a part of the team.

No. of Vacancy: 8
Job Location: Dwarka/Janakpuri

Vista Wealth Consultants (Pvt.) Ltd. Company Profile

Vista Wealth is a investment consultants in Delhi started with the objective of providing the investors the best investment options that suits them and help them to achieve their financial goals and give our best services and post investment services to our clients.

We build a relationship with each of our client by understanding their financial goals, risk tolerance and other concerns; we give our best unbiased and appropriate investment products to our clients and give our personalized attention to each client. Because we understand that The Financial Planning is the Basic of Genuine Investment Advice.

Strength: Clients! Yes….. thanks to the patronage and whole hearted support by our clients who invest regularly through us in financial products like Mutual Funds schemes, Postal Saving Schemes , Life Insurance schemes, New Issues, Corporate Fixed Deposits Government Bonds etc.,

We equip those who invest with us to make intelligent investment decisions, providing them with the flexibility to either tap into our extensive knowledge and expertise, or make their own decisions. We made its debut into the financial world by servicing retail clients, a business unit that still forms one of the staple parts of the overall operations, and proved its high scalability of operations by growing exponentially over a short period of time.

Our strong support, technology-driven operations and business units of research, distribution and advisory coalesce to provide you with a one-stop solution to cater to all your investment needs. Our customers have been aptly making use of our in depth knowledge and expertise to participate in the booming stock and real estate market.