Associate Manager - Fund Operations

2 - 6 years

0 Lacs

Posted:21 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Fund Operations Executive at Jainam Broking Limited, your role will involve managing client accounts, ensuring compliance with regulatory requirements, and providing high-quality service to clients. This includes analyzing account performance, coordinating with internal departments, and maintaining confidentiality of client information. Key Responsibilities: - Monitor and manage client accounts to ensure compliance with regulatory requirements and internal standards. - Identify and address potential risks or compliance issues related to client accounts. - Coordinate with other departments like trading, compliance, and back-office to address client needs and resolve issues. - Prepare monthly or quarterly performance reports detailing account performance. - Maintain summaries of client meetings, including action items and follow-up tasks. - Ensure confidentiality of client information by adhering to confidentiality agreements and data protection laws. - Utilize proficiency in MS Office (Excel, Word) and familiarity with accounting software. - Demonstrate excellent attention to detail, accuracy, organizational, and time-management skills. - Handle sensitive information confidentially. - Exhibit strong written and verbal communication skills. Qualification Required: - Proficiency in MS Office (Excel, Word) and familiarity with accounting software. - Excellent attention to detail and accuracy. - Strong organizational and time-management skills. - Ability to handle sensitive information confidentially. - Good written and verbal communication skills.,

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