Associate / Senior Associate - Wealth Management

Handling transactions and co-ordination with support staff for the same

Attending Seminar, Meetings organized by Mutual Fund Companies

Following up and tracking MIS of business

Complete Data analysis of investments, other industry information

Data Reconciliation and Checking

Tracking Brokerage Receipts, Data from RTA and other sources

Solve and handle investment queries of Retail Investors and High Net Worth Investors, registration of SIPs, making lump sum investments.

Job Competencies:

Good Communication,

Knowledge on Accounts,

Number crunching ability.

Technical Competencies:

MS Excel

MS PowerPoint

Google Sheets

NISM VA certification preferred

High Confidence in Communication

Good Presentation Skills

Good Listening skills

Confident with Excel and Data analytics

Full time