Job Profile Responsibilities
Current Client Account Creation Onboarding
Executing Daily Transactions
Client Query Resolution
Generating periodical MIS
Updating and Implementing recent processes
Key Performance Indicator
AUM data sanity
Zero Error, Timely Execution
Qualifications
NISM V-A MF Certification
Indepth understanding of Mutual Fund Operations
Tech adaptability, Advanced working knowledge of Excel, Valuable written and spoken English
Desired Candidate Profile
Willingess to make a long term career in Personal Finance
Atrributes of Trust, Integrity, Knowledge, Excellence, and Customer Focus
Willgness to Learn, Attention to Detail, Team Player
Age of 30+
Minimum 3 years work experince
Residing in western suburbs of Mumbai
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