Executive - Operations

International Money Matters Pvt Ltd

0 years

0 Lacs

Bengaluru Karnataka India

Posted:6 months ago| Platform:

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Skills Required

planning finance taxation documentation processing data management

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description International Money Matters Pvt Ltd is a Registered Investment Advisor and SEBI registered Financial Planning company guided by Mr. Lovaii Navlakhi, the first Certified Financial Planner from the APAC region. Established in November 2001, IMMPL is dedicated to helping clients achieve their financial objectives through services such as Finance Planning, Investment Planning, Cross-border Taxation Services, and more. The company operates with a mission to remain Ethical, Sincere, and Client-Centric, serving over 500 families from India and abroad. Role Description Backend operations like documentation, processing of forms, and maintaining client data for Mutual Funds, PMS, Fixed Income and other Products 2. Handling Advisor and Client queries 3. Establishing better and effective relationships with Advisors and Clients. Desired Skill Sets Excellent in MS- Office 5. Understands Wealth Management Back Office 6. Basic understanding of products like MF, PMS, AIF, Equity, Bonds etc. 7. Good Analytical Skills 8. Attention to detailing 9. Problem Solving Skills 10. Proactive Location This opening is for Delhi location. Show more Show less

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Executive - Operations