Client Operations / Back Office

Company Description

I (Ishani) am a Certified Financial Planner who has been very interested on helping clients with making correct financial decisons and help theme execute it through our disctribution model.

Role Description

This is a full-time Client Operations/Back Office role located on-site in Andheri East, Mumbai. The role involves managing :

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Client coordination for Mutual Funds & Insurance servicing

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KYC / documentation support, follow-ups, basic reporting

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Coordinating with AMCs/insurers/platforms, tracking requests to closure

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Scheduling meetings, maintaining clean records/CRM

Qualifications / Who should apply

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Strong follow-up and communication skills (phone/WhatsApp/email)

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Good attention to detail and comfort with Excel/Google Sheets

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Finance background is a plus (but not mandatory)

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Training will be provided for freshers

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Finance background is a plus (but not mandatory)

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Finance students who is interested in 1 year internship

Location: Mumbai – Andheri East (Hybrid)

Compensation: Salary / Stipend depends on qualification and experience

If interested, please DM me or share your resume at: ishani.coreinvest@gmail.com

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