13 03 22 11 2025 Gradus Talent Solutions Greetings We are hiring Assistant Manager - Investment Servicing for our client Experience Qualification Graduate PG CFP with 0-2 years experience in Plan servicing and operations Responsible for execution of investment suggestions On time and efficient execution of Investments Insurance plans etc Client coordination for completing all KYC compliant documentation and other documentation Responsible for completing all paperwork towards Financial Plan implementation To coordinate with vendors product manufacturer to execute and resolve service-related queries - across all investments i e brokers mutual funds insurance other vendors etc To ensure investment recommendations and insurance plans are executed with 100 ac 13 05 22 11 2025 Gradus Talent Solutions Greetings We are hiring Assistant Manager - Investment Servicing for our client Experience Qualification Graduate PG CFP with 0-2 years experience in Plan servicing and operations Responsible for execution of investment suggestions On time and efficient execution of Investments Insurance plans etc Client coordination for completing all KYC compliant documentation and other documentation Responsible for completing all paperwork towards Financial Plan implementation To coordinate with vendors product manufacturer to execute and resolve service-related queries - across all investments i e brokers mutual funds insurance other vendors etc To ensure investment recommendations and insurance plans are executed with 100 accuracy and zero error Regular and accurate investment updates tax reports etc to send to clients Regular internal audit checks on all client information and reports Regular focussed plan updation and monitoring as per client goals and plans Skills that are absolutely necessary for the job CFP graduate - preferred High level of Integrity Ethics Positive knowledge in Excel and Maths with error free work Must have basic knowledge of Financial Products and Investments such as MFs PMS Bonds AIF Corporate FDs PPF EPF etc Good communication skills listening writing and speaking Good operational organisational and follow up skills Strong leadership interpersonal analytical and time management skillsGood operational organisational and follow up skills Strong leadership interpersonal analytical and time management skills Good operational organisational and follow up skills Salary Expectation As per industry standards Will be based on individual qualifications experience and competence How to Apply Please send your updated resume to hrdgradus gmail com whatsapp (phone hidden) Preferred Qualifications Optional Experience in coordinating with auditors or external consultants Exposure to accounting in a financial services or consulting environment Please share your CV to hrdgradus gmail com whatsapp (phone hidden) Best Regards Geethadevi Assistant Manager -HR Mobile 91-(phone hidden) Website www gradustalentsolutions com Job Type Full-time Pay 20 000 00 - 25 000 00 per month Benefits Cell phone reimbursement Health insurance Provident Fund Education Bachelor s Required Experience Accounting 1 year Required Tally 1 year Required total work 1 year Preferred License Certification CA-Inter Preferred Work Location In person