- Coordinate with Asset Management Companies (AMCs), registrars and internal teams to ensure smooth and
- timely execution of client requirements.
- Handle investor queries, service requests and client communication with professionalism and responsiveness.
- Ensure timely client servicing, follow-ups and closure of pending requirements.
- Make calls to prospective leads, understand their requirements and follow up consistently to support business
- development.
- Maintain accurate and up-to-date client data, records and MIS.
- Support the team in account opening, transactions, KYC and related documentation processes.
- Maintain a high standard of accuracy, confidentiality and professionalism in all client-related activities.
- Take ownership of assigned tasks and ensure that commitments are followed through to completion.
- Time to time attending trainings organised by AMCs / wealth management communities for betterment of work.
Minimum Requirements
- 2 years of relevant experience in:
- o Wealth management and/or
- o Mutual fund industry and/or
- o Financial services
- Graduate in any discipline.
- Excellent interpersonal and communication skills.
- Strong attention to detail and ability to maintain accurate records.
- Willingness to learn,
adapt and develop knowledge of financial products and wealth management.
- Solid sense of accountability, ownership and responsibility.
- Relevant NISM certification/module qualification will be an added advantage.
What You Can Expect from Us
- Meaningful work where your contribution directly impacts clients and the business growth.
- A fulfilling career in the growing wealth management industry.
- Continuous learning and exposure to different aspects of wealth management.
- A supportive and collaborative work environment.
- Opportunity to take ownership and grow with the organisation.
- What We Offer
- Attractive salary aligned with industry standards and relevant experience.
- Immense learning and growth opportunities.
- Performance-linked incentives based on your contribution and value addition.
- Opportunity to work closely with experienced professionals and gain practical exposure to wealth management.
Who We Are Looking For
- We are looking for someone who does more than just complete assigned tasks—someone who takes ownership, asks questions, learns continuously and genuinely cares about getting things right for the client.