We are a SEBI Registered Investment Advisor providing wealth management services to clients, mainly HNIs and NRIs. We are looking for an energic, detailed oriented person to join our team for managing back office operations. This is not a sales job.
Job Summary:
To support business operations so the investment advisory business runs smoothly and compliantly.
Responsibilities and Duties:
- Client onboarding including KYC, data gathering, documentation and registration
- Initiate and track investment transactions
- Monitoring and reporting of client reports, capital gains statement and investment reconciliation
- Track, follow up, communicate and solve client queries
- Implementation and operations in Zoho One
- Record keeping and maintain business and client's personal accounts in Tally
- Maintain working sheets, checklist and assist in SEBI RIA compliance
- Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction
Qualification:
- Graduate/Postgraduate in any stream
Experience:
- Minimum 2 years of Operations and administration experience
- Experience of working with Mutual Fund Distributor or Registered Investment Advisor or other investment intermediary or investment field is preferred
Key Skills:
- MS Excel, MS Word, Email, Internet
- Tally, Zoho
Other:
- Insurance perks starts after 1 year
- Part time / Flexible okay for experienced candidates
Job Types: Full-time, Part-time, Permanent
Pay: ₹10,000.00 - ₹30,000.00 per month
Benefits:
- Health insurance
- Leave encashment
- Paid time off
Application Question(s):
- How far do you live from Shyamal Cross Roads (in km)?
- We will be shifting in 2-3 months to Iskcon Cross Roads. How far do you live from Iskcon Cross Roads (in km)?
- Are you looking for a full time or a part time job? If part time, provide preferred time.
Experience:
- Mutual Fund Operations or Admin or Accounts: 2 years (Required)