Job Description

Company:
Deeraj Shetty - Your Personal CFO is a PAIA with Dyota Solutions Pvt. Ltd.
We are fee-only Financial Planners & Retirement Advisors where we focus on Wealth Protection, Wealth Creation & Wealth Management Solutions with a detailed focus on Risk Management, Tax Planning, Real Estate Advisory and Will & Estate Planning.

We work with Senior Executives, Lawyers & Athletes to Plan their Finances, Invest their Money and Safeguard their Family & Retired Life!

75 Clients & 200+ Crores with Your Personal CFO
500 Clients and 1000+ Crores with Dyota Solutions Pvt. Ltd.

Full Time Role:
Job Role: Manager: Client Operations
Job Requirements: Mutual Funds, Operations, Reconciliations, Planning, Tracking, Coordinating, Excel

SKILLS REQUIRED:
We are looking for a Flexible and Self-Motivated individual.

We want our new member to work closely with our Founder and be his eyes and ears in the business: a Multi-Tasker - Operations, Reconciliations, Client Communication, Planning

Assisting in Client Servicing and Operational Tasks for MF utilities and other Products

Communication skills - Verbal, Written & Email

Interpersonal skills - ability to deal with team, vendors, mutual fund companies and Insurance companies along with clients

Time management skills - Plan, Delegate, Follow Up, Close and Communicate tasks on behalf of the team leader

Strong organizational skills - Planning for conferences, podcasts, get togethers, Newsletters, Emailers, etc.

Attention to detail & Adaptability - Reports, Queries, Facts, and quick to learn

Technical savvy -need to be comfortable with google, emails, excel, word, apps, etc

Job Types: Full-time, Permanent

Pay: ?27,500.00 - ?35,000.00 per month

Benefits:

Cell phone reimbursement Paid sick time Paid time off
Ability to commute/relocate:

Sadashivanagar, Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (Required)
Experience:

mutual funds: 1 year (Required) Financial services: 1 year (Required) Wealth management: 1 year (Required)
Location:

Sadashivanagar, Bengaluru, Karnataka (Preferred)
Shift availability:

Day Shift (Required)
Work Location: In person