Client Associates Analyst/senior Analyst Wealth Management (1 3 Yrs)
Job Description
- Transactions support and documentations filling and execution
- MIS on daily basis with weekly updates.
- Transaction Analysis and coordination
- Data Management
Service support for the advisor/relationship team which will include:
- Providing daily updates to the advisor/ relationship team on actionable/ open items and tracking/ resolving the same
- Transaction execution and fund house coordination
- Record and MIS maintenance
- Opening of client bank and demat accounts
- Documentation visit to client\'s location
- All administrative tasks related to the client\'s overall wealth including held away investments/shares/ bonds/ real estate/ etc.
- Coordination and follow up with service providers and clients
- Helping the associates of clients like chartered accountants, auditors, finance team, lawyers, etc. for their requirements related to the client\'s overall wealth
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Job Detail
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Job IdJD3217775
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationMumbai, Maharashtra - Gurgaon, Haryana, India
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EducationNot mentioned
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ExperienceYear