- Client Coordination Role in a Fintech/NBFC/Mutual Fund/ Investment company
- Assisting with client servicing regarding reports, online and offline transactions, and operation services
- Assisting clients with onboarding, fee payment, and making vendor payments - Maintain accounts and manage compliances
- Manage internal software for reporting
- Should be flexible with any kind of operations role
- Min 1 Year and Max 8 Years
- Client Coordination Role in Mutual Funds Industry
- Good written and spoken English communication

Skills :

Presentable; good interpersonal skills; quick learner

Miscellaneous Details:
- Work from Office Role
- Mon to Fri full day working (9:30 AM to 6:30 AM) and Saturday half day working

Company Profile :

Our client is a fast-growing fintech firm with unique, client-centric, and high-quality offerings in the investment management industry. Run by professionals from IIT/CFA/CFP backgrounds, it is a SEBI Registered Investment Adviser (RIA) which provides skilled, unbiased, and personalized investment management solutions at an affordable cost

📌 Mutual Funds/Asset Management (New Delhi)
🏢 The Search House
📍 New Delhi