Assistant Manager - Investment Servicing

Job Type:

Company:

Position:

No. of Position:

Qualification:

Experience:

• Responsible for execution of investment suggestions.
• On time and efficient execution of Investments, Insurance plans etc.
• Client coordination for completing all KYC compliant documentation and other documentation
• Responsible for completing all paperwork towards Financial Plan implementation.
• To coordinate with vendors / product manufacturer to execute and resolve service-related queries across all investments i.e. brokers, mutual funds, insurance, other vendors etc.
• To ensure investment recommendations and insurance plans are executed with 100% accuracy and zero error.
• Regular and accurate investment updates, tax reports etc to send to clients.
• Regular internal audit checks on all client information and reports.
• Regular focused plan updation and monitoring as per client goals and plans

Skills that are absolutely necessary for the job:

• CFP / CWM preferred
• High level of Integrity, Ethics
• Good knowledge in Excel and Mathematics with error free work.
• Must have basic knowledge of Financial Products and Investments such as MFs, PMS, Bonds, AIF, Corporate FDs, PPF, EPF etc).
• Good communication skills (listening, writing and speaking)
• Good operational, organizational and follow up skills
• Strong leadership, interpersonal, analytical, and time managementskills

Salary Expectation:

Contact Details:

Email: [HIDDEN TEXT]