Company
Fasttrack FP is a Financial Advisory and Wealth Management firm. We cater to
more than 500 families involving Financial Planning, Investment Advisory, Income
Tax filing, Portfolio & Wealth Management as well as recommending various other
products like Mutual Funds, Life & Health Insurance, Fixed Deposits,
Dematerialization of Shares, Direct Equity etc.
Description
- 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 providers such as Mutual fund Utility (MFU) and NSE MF etc.
- Reconciliation of investor’s investment and other back-office functions like MIS, nonfinancial transactions, capital gain statements, ad hoc MIS reports, and periodic MIS reports.
- Handholding clients on usage of various platforms and mobile apps.
- Coordinating with various teams, ensuring customer delight by achieving timely delivery & quality service.
- Handling the General Insurance quotes and coordinating with clients during policy issuance.
- Improving overall Team efficiency by developing better processes, better platforms for transactions and reporting, etc.
Position
Manager Operations
Qualifications
Graduation in any field; with additional qualifications in the personal finance field.
Experience
4 years of relevant work experience The opening is for an experienced operations / back-office person with experience in working with a Financial Planning and Investment Advisory Firm or PMS Firm. This is a full-time work from office position base
Additional Information
- Must have a good grasp of English and good communication skills.
- Excellent skills in advanced Microsoft Excel, Word & PowerPoint
- Should be comfortable with numbers and able to work under pressure.
- Should be confident about handling HNI clients.
- Ability to take initiative and execute assigned tasks in a timely and flawless
manner.
- Common Sense Financial Acumen.
Interested candidates can send their resumes to neeraj@fasttrackfp.com
Remuneration
As per industry standards
