Your Personal CFO

We are looking for a disciplined Associate who will grow & become the Backbone of our Research Team. who can: Plan & Structure Financial Plans, Draft Investment Advisory Proposals, Create Product & Budget Notes who understands: Personal Income Tax, Nuances…

JOB ROLES & RESPONSIBILITIES OPERATIONS: Client Lifecycle: Documentation, A/C Opening, On boarding, Mandates, Transactions, COB, CGS, etc. Vendor Management: Life & Health Insurance, Bankers, CAs, Brokers, Bonds, REITs, PMS, Prospects E mail Communication: at each process: on boarding, Cash Account…