Job Description / Responsibilities:
- To coordinate with client to complete formalities for setting up their investment and other related accounts.
- To help client complete their investment related transactions.
- To take care of the back office and liaison with other partners for operations related work.
- To work on MIS and other internal data related to business.
- Follow up with the clients for pendency's and fulfilling their requirement.
- Updating the Advisors on the client portfolio and assist them in resolving their queries.
- Filling in the required documents for compliance.
- To ensure each and every client gets best possible service.
Desired profile of the candidate
- Must be a Graduate with good communication skills.
- Basic computer knowledge (MS Office, Emailing)
- Knowledge of Mutual Fund/Insurance Industry (not mandatory)
- Experience of 0 3 years in same and allied industry.
Location of posting
MG Road, Gurgaon, Very Close to MG Road Metro Station.
