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 a software.
- Initiating Mutual Fund transactions for clients.
- Account opening and Update KYC for clients.
- Capital gain statements and CAS reconciliation.
- Providing MIS like SIP bounce report, STP report etc.
- 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.