Operations Manager Wealth Management at Progressive wealth | Rozgoo | Rozgoo

Progressive wealth

Chennai, IN · On-site · Full-time

Operations Manager Wealth Management

Posted 24 days ago

Location: Chennai, IN
Work mode: On-site
Employment: Full-time
Experience: Lead
Education: bachelor's

About the role

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We are a growing wealth management practice looking for a responsible and executionfocused Operations Manager to oversee client servicing and internal operations Role Overview This position involves endtoend coordination of client processes operational documentation followups reporting and ensuring smooth daytoday office functioning Candidate Profile Graduate with prior work experience mandatory Strong verbal and written communication skills Working knowledge of MS Excel reports tracking data h…

Requirements

Graduate degree
Prior work experience in operations
Strong verbal and written communication skills
Proficient in MS Excel for reports and tracking

Skills

client servicing
operations management
ms excel
reporting
data tracking
communication skills
wealth management
operational documentation

About the company

Progressive wealth

Posted via Adzuna

How to apply

Apply Now takes you to Rozgoo, where auto-apply can submit your application for this role. Updated 8 days ago.

Progressive wealth

Operations Manager Wealth Management