Qualification B com BBA Experience Minimum 3 years Improving overall Team efficiency by developing better processes better platforms for transactions and reporting etc Handling business operations by following systems and processes Handling documentation for various investment products like Mutual Funds Stocks FDs Bonds PMS various transaction platforms overall compliances and KYC paperwork Client communication via phone and email and management of client s servicing requests Complete Back office of the Investment functions including updating and maintaining the reporting software Investwell NGEN etc Coordinating with Mutual funds PMS providers and other platform providerssuch as Mutual fund Utility MFU and NSE MF etc Coordinating with various teams ensuring customer delight by achieving timely delivery quality service Job Types Full-time Permanent Pay 25 000 00 - 35 000 00 per month Perks Cell phone reimbursement Schedule Day shift Fixed shift Supplemental Pay Quarterly bonus Work Location In person

📌 Branch Manager / Head - Mutual Fnd (Punjab)
🏢 PA Wealth
📍 Punjab