SUBSCRIBE NEWSLETTER
  • Change Language
  • English
  • Hindi
  • Marathi
  • Gujarati
  • Punjabi
  • Tamil
  • Telugu
  • Bengali
  • Operations Trainee

    Company
    Fee Only Investment Advisers LLP
    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.

     

    Position
    Operations Trainee
    Qualifications
    Graduate and NISM V-A / NISM X-A
    Experience
    Fresher Only
    Additional Information
    Interested candidates please mail across your resume on join@feeonlyia.com
    No. of Vacancies
    1
    Remuneration
    Salary will be Rs.24,000/-
    Location
    BKC, Mumbai
    Cafemutual is an independent media platform and focuses on providing knowledge and information for the benefit of finance professionals. We do not promote any particular brand or asset category.