- Prepare investment plan, proposals & coordinate for its execution.
- Manage new client onboarding, KYC, account opening, and ongoing servicing.
- Support mutual fund research, prepare market updates, presentations, and investor education material.
- Coordinate with existing clients for servicing their queries.
- Shadow us in client meetings, calls, and daily operations to learn how we work and how our clients are serviced
- Gradually take on direct client interaction and independent servicing as they learn our clients and processes.Role & responsibilities
Preferred candidate profile 1-4 years of experience in wealth management, mutual funds, or financial services.
- Good understanding of financial markets and investment products.
- Excellent communication, coordination,
and execution skills.
- High attention to detail and strong execution capabilities.
- Proficiency with spreadsheets, reporting tools, and basic financial calculations; familiarity with investment products is an advantage.
- Bachelor's degree in Finance, Commerce, Business, or a related field; prior experience in wealth management or financial services operations is preferred