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My Financial Advisor
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Assistant Manager

Assistant Manager

My Financial Advisor

3 - 8 years

|

5 - 9 Lacs

Posted:5 hours ago| Platform:

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Skills Required

mis reporting nse nism mutual funds focus reconciliation back office ms office salesforce investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

MS Office, Excellent communication skills both Written and verbal, knowledge of Mutual Fund Operations, Exceptional Problem-Solving skills and a client-focused approach to resolving issues. Job Description:

Onboarding new clients on relevant platforms, including the NSE and HF portals.
Handling MF operations by following systems and processes.
Handling documentation for overall compliances, and KYC
Complete Back office functions including updating and maintaining the reporting software Investwell, Salesforce and Client Portal
Coordinating with Mutual funds and other platform providers such as Mutual Fund Utility (MFU) and NSE MF etc.
Reconciliation of investor s investment and other back-office functions like MIS, nonfinancial transactions, capital gain statements, adhoc MIS reports, and periodic MIS reports.

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My Financial Advisor

Financial Services

Mumbai Maharashtra

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