Job Description

Job Summary:

To support investment advisory business, client service, general office management, accounting, compliance, query resolution, reporting, etc. ensuring the practice runs smoothly and compliantly

Responsibilities and Duties:

- Client onboarding including KYC, data gathering, documentation and registration

- Setup Client Meetings, Prepare meeting notes and related follow ups

- Track and follow up on inquiries as well as Initiate and track investment transactions

- Monitoring and reporting of client reports, capital gains statement and CAS reconciliation

- Track, follow up, communicate and solve client queries

- Record keeping and maintain business and client's personal accounts in Tally

- Maintain working sheets, checklist and assist in SEBI RIA compliance

- Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction

Qualification:

- Graduate/Postgraduate in any stream

Experience:

- Minimum 2 years of Accounting and administration experience

- Experience of working with Mutual Fund Distributor or Registered Investment Advisor or other investment intermediary or investment field is preferred

Key Skills:

- Tally Accounting Software

- MS Excel, MS Word, Email, Internet

Other:

- Insurance benefits starts after 1 year

- Part time / Flexible okay for experienced candidates

Job Types: Full-time, Part-time, Permanent

Pay: ₹15,000.00 - ₹25,000.00 per month

Benefits:

Health insurance Leave encashment Life insurance Paid time off
Application Question(s):

How far do you live from Shyamal Cross Roads (in km)? Are you currently working? Please provide your current and expected CTC. Are you looking for a full time or a part time job? If part time, provide preferred time. Do you have any experience of working in mutual fund or investment industry? If yes, how many years?
Experience:

Accounts and/or Administration: 2 years (Required)
Location:

Ahmedabad, Gujarat (Required)
Work Location: In person