SkillsGenic

Indore, Madhya Pradesh

Attending Clients visiting office with respect to Investment related to:o Mutual Funds.o Tax Free Bonds, Non-Convertible Debentures (NCD), Perpetual Bonds, Corporate Bonds, Sovereign Gold Bonds.o IPO o Unlisted stockso Fixed deposito Portfolio Management Services Equity PMS & RE-PMS.o Investment in AIF (Alternative Investment Fund)o Investment in Foreign Equity. Taking follow-ups and maintaining relationship with regular clients on regular bases or defined frequencies. Reporting the status of RM performance. Taking timely follow-up with Clients on regular or defined frequencies. To coordinate with Client collecting the documents related to Investments from Clients and handover to Operations Dept. for submission processing and also coordinate with Research Dept. for Suggestion related matters. Updating the follow-up records related to Clients status and reporting to GM Investment Services and MD for the same. To collect all documents day wise related to investment from all RMs & issue to operation department time to time for processing. Responsible and authorize to fulfill the responsibility assigned. To do all the further tasks assigned by the managemen

Knowledge of Hardware, Software, Networking, Printers, CCTV, etc. Prior experience in the same field. Own vehicle for local travel.

Key Responsibilities:Oversee day-to-day business operations and resolve any issues that may arise.Develop and implement efficient operational processes to enhance productivity.Monitor inventory, supply chain, and vendor management to ensure timely deliveries.Coordinate between departments to improve inter-departmental collaboration.Analyze operational data and prepare reports for performance evaluation and decision-making.Ensure compliance with company policies, safety guidelines, and regulatory requirements.Manage budgets and operational costs to optimize efficiency and profitability.Identify areas for improvement and lead initiatives to enhance workflow and customer satisfaction.