Key Responsibilities
Assist in Mutual Fund (MF) account creation for clients.
Support in processing and validating financial transactions.
Generate, maintain, and review financial reports.
Ensure accuracy and compliance in all documentation.
Provide day-to-day operational support to the advisory team.
Requirements:
Education: B Com graduate (Fresher)
Solid knowledge of MS Office (Excel, Word, PowerPoint).
Basic understanding of finance, mutual funds, and investments preferred.
Positive communication and organizational skills.
Attention to detail and ability to handle confidential information responsibly.
Pay: ₹20,000.00 - ₹30,000.00 per month
Experience:
Investment management: 1 year (preferred)
Financial analysis: 1 year (preferred)
Mutual funds: 1 year (preferred)
Relationship management: 1 year (preferred)