Hiring For a Financial Services organization || International Voice Expert Staffing Solutions New Delhi

1.0 - 5.0 years

4 - 7 Lacs

Noida, Greater Noida

Hybrid

Job Title: Financial Advisory and Contact Centre Specialist Location: Noida Department: Wealth Management / Client Services Job Type: Hybrid Key Responsibilities: Client Advisory Support: Assist financial advisors with preparation of client reviews, financial plans, and investment presentations Conduct preliminary research on financial products, market trends, and portfolio allocations Help with data entry and management in CRM and portfolio management systems Track follow-ups, advisor notes, and client milestones to ensure proactive service Client Contact & Support: Serve as a first point of contact for clients via phone, email, and chatresolving inquiries or routing to appropriate team mem...

Posted 5 months ago

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Mutual Fund Operations Professional Midas Fintech Solutions

2.0 - 6.0 years

2 - 7 Lacs

Mumbai, Dadar

Work from Office

Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Process...

Posted 5 months ago

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AVP - Financial Accounting Specialist-Investment Accounting& Reporting Allegis Global Solutions (AGS)

6 - 11 years

14 - 24 Lacs

Chennai

Hybrid

Mode: Hybride work Location: Chennai Skillset: Investment accounting and reporting, equity, bonds, derivatives, IFRS9 repo, control environment(sox & non-sox), Financial Accounting(P&L). Month end activities Principal responsibilities Business Should be a subject matter expert on investment accounting and reporting Should be having good understanding of investment securities such as equity, bonds, derivatives etc Exposure to IFRS9 and understanding of reporting as per standard Well versed with reporting requirement for investments from Group and local reporting standpoint Well versed with preparation of statutory accounts and related notes and accounting policies Good understanding on variou...

Posted 5 months ago

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Mutual Fund Operations Professional Midas Fintech Solutions

2.0 - 4.0 years

2 - 7 Lacs

mumbai, dadar

Work from Office

Posted Date not available

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