Description
The candidate will get a chance to assist and learn from the Operations manager and the financial
planners in the following areas:
- Account Opening for Investments
- Client KYC
- Executing investment transactions on behalf of the client
- Updating transactions in investment software
- Nominee updation, change of bank, mobile number and email id updation, minor to major etc. on behalf of client.
- Business MIS
- Co-ordinating with external entities like mutual fund houses, PMS and Insurance consultants.
- Ensure timely regulatory compliances.