MF Operations_ Wealth Management _Gurgaon (Gurugram)

MF Operations_ Wealth Management _Gurgaon (Gurugram)

04 Nov
|
V-Konnect
|
Gurugram

04 Nov

V-Konnect

Gurugram

Role & responsibilities

- Manage end-to-end Operations, including transactions, applications, KYC, policy issuance, renewals, endorsements and service requests.

- Support client onboarding and Relationship Management teams with documentation, risk profiling, applications and transaction processing.

- Coordinate with channel partners, including AMCs, RTAs, insurers and other financial institutions, for timely processing, follow-ups and issue resolution.

- Prepare daily/monthly MIS, reconciliation statements, trackers and operational reports.

📌 MF Operations_ Wealth Management _Gurgaon (Gurugram)
🏢 V-Konnect
📍 Gurugram

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