Experience 3-7 years

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

• Graduate / BE/ MCA/ MBA
• Basic computer knowledge (MS Office, Emailing)
• Good knowledge of Financial Operations
• Experience of 3-7 years in same and allied industry.

Location of posting Delhi