More than a decade of experience into Investment Advisory & Financial Planning , an organisation culture which thrives preserving the values we carry for more than a decade. Registered Investment Adviser - Company Category under SEBI Investment Adviser Regulations 2013 , since December 2013 . Widely recognised by ET Wealth , Business Standard , Economic Times , Mint , Outlook Money & NDTV Profit
Documentation for Client Account Opening on MF Utility or NSE MFS , Processing transactions on MF Utility or NSE MFS , Keep Control of each Client transactions till completion of all decided actions , Troubleshoot issues with MF Utility or NSE MFS , Knowledge of Processing life and health proposals , Maintain SOP , Train team for following SOP , Guiding & facilitating team to fulfill the stated objectives .
Manager - Client Service Specialist
Prior Relevant Experience : Min 3 Years as an Individual Contributor in Similar capacity , Above Mentioned Software Usage Experience is mandatory , Team Management Experience will be commensurated as per industry standards .
Minimum 3 years
Current CTC and Expected CTC to be mentioned in the application accompanied with your CV including details of your current role , education qualification with % and grades for Xth , XIIth , Graduation . Additonal Certifications with grades or percentages . Covering letter for the Role applied and what is interesting in the stated role you are applying for vis a vis the current role you perform . We are an equal opportunity organisation , and selection is purely on merits .
₹ 2.80 lacs - ₹ 4 lacs ( Compensation range basis Candidiate profile )
Email : firstname.lastname@example.org