Job Description

[13:03, 22/11/2025] Gradus Talent Solutions: Greetings! We are hiring Assistant Manager - Investment Servicing for our client.

Experience / Qualification: Graduate/PG / CFP with 0-2 years experience in Plan servicing and operations.

:

?Responsible for execution of investment suggestions.

?On time and efficient execution of Investments, Insurance plans etc.

?Client coordination for completing all KYC compliant documentation and other documentation,

?Responsible for completing all paperwork towards Financial Plan implementation.

?To coordinate with vendors / product manufacturer to execute and resolve service-related queries - across all investments i.e. brokers, mutual funds, insurance, other vendors etc.

?To ensure investment recommendations and insurance plans are executed with 100% ac...

[13:05, 22/11/2025] Gradus Talent Solutions: Greetings! We are hiring Assistant Manager - Investment Servicing for our client.

Experience / Qualification: Graduate/PG / CFP with 0-2 years experience in Plan servicing and operations.

:

?Responsible for execution of investment suggestions.

?On time and efficient execution of Investments, Insurance plans etc.

?Client coordination for completing all KYC compliant documentation and other documentation,

?Responsible for completing all paperwork towards Financial Plan implementation.

?To coordinate with vendors / product manufacturer to execute and resolve service-related queries - across all investments i.e. brokers, mutual funds, insurance, other vendors etc.

?To ensure investment recommendations and insurance plans are executed with 100% accuracy and zero error.

?Regular and accurate investment updates, tax reports etc to send to clients.

?Regular internal audit checks on all client information and reports.

?Regular focussed plan updation and monitoring as per client goals and plans

Skills that are absolutely necessary for the job:

?CFP graduate - preferred

?High level of Integrity, Ethics

?Good knowledge in Excel and Maths with error free work.

?Must have basic knowledge of Financial Products and Investments such as MFs, PMS, Bonds, AIF, Corporate FDs, PPF, EPF etc).

Good communication skills (listening, writing and speaking)Good operational, organisational and follow up skills

Strong leadership, interpersonal, analytical, and time management skillsGood operational, organisational and follow up skills

?Strong leadership, interpersonal, analytical, and time management skills

?Good operational, organisational and follow up skills

Salary Expectation: As per industry standards, Will be based on individual qualifications, experience and competence.

How to Apply: Please send your updated resume to hrdgradus@gmail.com/whatsapp 9886775176

Preferred Qualifications (Optional) Experience in coordinating with auditors or external consultants. Exposure to accounting in a financial services or consulting environment. Please share your CV to hrdgradus@gmail.com /whatsapp 9886775176

Best Regards,

Geethadevi

Assistant Manager -HR

Mobile : +91-9886775176

Website : www.gradustalentsolutions.com

Job Type: Full-time

Pay: ?20,000.00 - ?25,000.00 per month

Benefits:

Cell phone reimbursement Health insurance Provident Fund
Education:

Bachelor's (Required)
Experience:

Accounting: 1 year (Required) Tally: 1 year (Required) total work: 1 year (Preferred)
License/Certification:

CA-Inter (Preferred)
Work Location: In person