Candidate Location : Must reside in the Western Suburbs Virar to Churchgate
JD:
1. Maintain accurate records of personal stock market investment transactions.
2. Perform data entry of buy/sell transactions and update investment records.
3. Follow up with brokers to collect contract notes, bills, account statements, and other investment-related documents.
4. Ensure timely updating and reconciliation of investment records.
5. Coordinate with brokers, banks, and other financial institutions as required.
6. Maintain organized digital and physical investment documentation.
7. Prepare basic Excel reports and investment tracking sheets.
8. Verify the completeness and accuracy of investment-related information.
9. Ensure confidentiality of all personal financial and investment information.
10.
Support the employer with routine administrative activities related to personal investments.
Key Skill:
- Basic knowledge of the Indian equity stock market (BSE/NSE).
- Understanding of stocks, Demat accounts, and investment transactions.
- Positive knowledge of Microsoft Excel and MS Office.
- Strong data entry and record-keeping skills.
- Good numerical and analytical ability.
- Excellent attention to detail and accuracy.
- Strong organizational and documentation skills.
- Good communication and follow-up skills.
- High level of integrity and confidentiality.
Ability to work independently and meet deadlines..