Description
The candidate will get a chance to assist and learn from the Operations manager and the financial planners
in the following areas.
- Updating and maintaining client investment data in reporting software like Invest well.
- Initiating financial and non-financial transactions through online platform MFU.
- Capital gain statements and CAS reconciliation
- Providing various Management MIS from the back-office software
- Assisting senior financial planners in their tasks such as insurance analysis, search for unclaimed shares/dividends (IEPF), nominations audit on the investments of the client, portfolio performance review
- Coordinating and follow up with Mutual funds houses and PMS providers.
- Client onboarding process