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Investor Services Professional

2 - 5 years

2 - 3 Lacs

Mumbai

Posted:2 months ago| Platform: Naukri logo

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Skills Required

Manager Client Servicing Excel Wealth management Banking Asset management Service quality Financial services

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are expanding our team and are looking for self-motivated individuals. An experience of 2-5 years in client servicing in financial services is desired. You will need to have good communication skills and ability to liaise with the business team and service providers (custodian, RT, Banks). Experience and knowledge of account opening of PMS AIF and understanding of wealth management or asset management business would be an advantage. If you believe that quality service is the key to the growth of any business and are process oriented, with good excel skills then we are looking for you.

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Old Bridge Capital Management
www.oldbridgecapital.com

Investment Management

New York

50-100 Employees

2 Jobs

    Key People

  • John Doe

    Founder & CEO

  • Jane Smith

    CFO

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