Ops and Service -MF, AIF, PMS, Bonds
- Employer
- MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED
- Location
- Kolkata Kolkata West Bengal, West Bengal, India
- Salary
- 600000 - 1000000 INR per year
- Closing date
- Dec 8, 2024
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A new age, focused Asset Management and Financial Advisory Platform that aims at providing clients with transparent, cost-efficient and unbiased solutions is hiring for Client Servicing -Wealth
The incumbent will be responsible for processing client requests, resolving inquiries and documenting key client information.
Mandatory to Have:
Strong interpersonal and communication skills.
Good knowledge of MS Excel and MS office.
Expertise in Operations work.
Knowledge of Wealth Products.
Processing of transactions like MF, AIF, PMS, Bonds.
Strong analytical and quantitative skills and the ability to create/gather/analyze data.
Client Servicing and interactions.
Job Responsibilities :
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.
Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients needs.
Onboard new client accounts, which includes the collection of required documentation and client information.
Support the teams marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars.
Prepare financial reports, spreadsheets, and other materials for client meetings.
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors.
Proactively participate in firm initiatives directed by local management.
Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness.
Input orders on behalf of Financial Advisor.
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, preparing travel & expense reports, and file & calendar maintenance.
The incumbent will be responsible for processing client requests, resolving inquiries and documenting key client information.
Mandatory to Have:
Strong interpersonal and communication skills.
Good knowledge of MS Excel and MS office.
Expertise in Operations work.
Knowledge of Wealth Products.
Processing of transactions like MF, AIF, PMS, Bonds.
Strong analytical and quantitative skills and the ability to create/gather/analyze data.
Client Servicing and interactions.
Job Responsibilities :
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.
Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients needs.
Onboard new client accounts, which includes the collection of required documentation and client information.
Support the teams marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars.
Prepare financial reports, spreadsheets, and other materials for client meetings.
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors.
Proactively participate in firm initiatives directed by local management.
Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness.
Input orders on behalf of Financial Advisor.
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, preparing travel & expense reports, and file & calendar maintenance.
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