About the Job
Website: https://www.bestfunds.co.in/Are you a dynamic and proactive individual with a passion for excellence? Join our team at Best Funds Services, a leading financial services company, and take your career to the next level! We are looking for an Office Staff member who is proficient in Effective Communication, Self-learning, Computer skills, Sales Management, Sales Support, and Office Management. Only the Local Resident of Kolkata is preferred. If you live within around 10km radius of Shakuntala Park, Sarsuna, Behala, Chowrasta, it will be comfortable for the candidate. (Office Work, File And Record Maintenance)
If your performance is good, you will be rewarded with a quick promotion and a salary hike.
Key responsibilities:
1. Coordinate with the sales execution team to support client onboarding and transaction processes.
2. Maintain and update MIS reports in MS Excel, tracking daily client updates, logins, loan sanctions, and disbursements.
3. Monitor and track collection amounts on a weekly basis.
4. Manage and organize documentation and files for loan and mutual fund clients.
5. Assist with mutual fund onboarding activities, including client coordination and compliance paperwork.
6. Calculate client payouts and assist with internal salary processing.
7. Provide administrative support by managing schedules, office supplies, and maintaining office records.
8. Deliver exceptional customer service through clear and professional communication with clients and internal teams.
9. Respond to client inquiries, process service requests, and resolve issues to support the sales team.
10. Collaborate with team members to streamline operations and achieve business goals.
11. Demonstrate a proactive, self-learning approach to stay updated on financial products and industry trends.
If you are a motivated individual with a strong work ethic and a commitment to excellence, we want to hear from you! Join us at Best Funds Services and embark on a rewarding career in the financial services industry. Apply now and be a part of our dynamic team!
Number of Openings
1 openingsSkills
Effective Communication, Office Management, Self-learning, Computer skills, Sales Management, Sales Support
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