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Back Office - Operations Executive

West Delhi, Delhi-NCR

Vista Wealth Consultants Pvt Ltd.

Job Description

Urgent Opening in our company for the position of Back Office-Operation Executive for Janakpuri location (female preferred). Job description of the position is mentioned below:

Designation : Operation Executive

Experience : 6 months-1.5 yr (please don't share cv's exceeding experience of 1.5yr)

Location : Janakpuri (candidates from near by location is preferred)

Salary : Negotiable as per the company norms

Key Responsibilities

  • 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.



Good Professional, written and verbal communication are most important skills.
Should have good partnership skills & work with others as a part of the team.

Company Description

Vista Wealth is an 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.

Been into existence since last 22 years and growing strong. No. 1 across North India in Systematic Investment Plan (SIP) – both in number of SIPs and value of SIPs
Among Top 30 IFAs (Independent Financial Advisors) across India.
Always been a “Solution Provider” to our clients.
  Read full description

Additional Information

Last updated:
Job type:
Full time
Position type:
Minimum experience:
Less than one year
Compulsory Education
Salary range:
₹ 1,20,000 - ₹ 2,00,000 / Yearly (Gross Pay)
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