Qualification: B.com/BBA
Experience: Minimum 3 years
Improving overall Team efficiency by developing better processes, better platforms for transactions and reporting, etc.
Handling business operations by following systems and processes.
Handling documentation for various investment products like Mutual Funds, Stocks, FDs, Bonds, PMS & various transaction platforms, overall compliances, and KYC paperwork.
Client communication via phone and email and management of client's servicing requests.
Complete Back office of the Investment functions including updating and maintaining the reporting software Investwell, NGEN, etc.
Coordinating with Mutual funds/PMS providers and other platform providerssuch as Mutual fund Utility (MFU) and NSE MF etc.
Coordinating with various teams, ensuring customer delight by achieving timely delivery & quality service.
Job Types: Full-time, Permanent
Pay: ?25,000.00 - ?35,000.00 per month
Benefits:
Cell phone reimbursement
Schedule:
Day shift
Fixed shift
Supplemental Pay:
Quarterly bonus
Work Location: In person
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